Thoen makes Forbes list
NEW ULM — Gregory Thoen, CFP®, CLU®, ChFC®, co-founder and Private Wealth Advisor with Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial in New Ulm, was named to the list of “Best-in-State Financial Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Thoen was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period.
Thoen is the principal for Financial Advisors Greg Leuthold APMA®, Dennis Paul APMA®, Rachel Smith APMA®, Mila Quiring APMA® as part of Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.
As a private wealth advisory practice, the Wealth Management Solutions team provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact 888-356-5917 or visit the Ameriprise office at 510 2nd St. N.