Wealth Management Solutions recognized as a Best-in-State Wealth Management Team by Forbes
NEW ULM – Wealth Management Solutions, a private wealth advisory practice with Ameriprise Financial in New Ulm, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Wealth Management Solutions was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
Wealth Management Solutions is led by managing partners Greg Thoen CFP®, ChFC®, CLU® , Randy Kramer CFP®, ChFC®, CLU®, APMA™, and Brianne Erickson ChFC®, APMA™, CLU®. The New Ulm team also includes financial advisor(s) Melissa Lueth, Tim Robinson, Dennis Paul and support staff Becca Sorenson, Jennifer Konakowitz, Olivia Fredin, Harrison Gieseke and Derek Sime.
Wealth Management Solutions provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships their clients. For more information, please contact us at 888-356-7928, visit the Ameriprise office at 1901 N Washington St, or their website at wealth-management-solutions.com.