Our CEO and Wealth Advisor Nick Gertsema, CFP®, ChFC®, RICP®, AIF® was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Missouri. This is a prestigious distinction, and not one that many wealth advisors receive. Only those advisors with a history of providing high quality experiences for their clients are considered – and it’s those advisors who are leading the way in our industry who actually earn a spot on the list.
Our team isn’t surprised that Nick earned a spot on the list. His dedication to his clients – and his team – is impressive and helps set him apart as a leading voice within the financial services industry in Missouri and beyond.
A Notable Distinction
More than 44,000 advisors applied to be included within this list, and fewer than 50 Missouri advisors made the cut. We’ve always considered Nick to be a standout in our profession, and we’re pleased to see that others see that, too.
The Selection Method
Forbes has stringent requirements to accept nominations for this distinction, including, but not limited to:
- A minimum number of years in the industry
- An acceptable compliance record
- An enthusiastic nomination from their team
- Advisor interview
- Letter of recommendation
Client retention and assets under management are also scrutinized, as is the advisor’s impact upon clients.
Nick Gertsema: Award Winning Advisor
With more than a decade as a financial advisor, Nick’s passion for his clients is apparent in everything he does. We’re proud to have him leading our team and representing our great state of Missouri!
Forbes Best-in-State Wealth Advisor: Awarded to Nick Gertsema (2024). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 44,990 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 in-person interviews at Advisor’s location, and 1,507 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
