Here are the top 20 wealth advisers in the state, as identified by Barron’s:
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1 Peter Eckerline Merrill Lynch, Wayzata 2 Christina Boyd 4 Bill Stevens 5 Theresa Ward 6 Brad Wheelock 7 Rob Nelson 8 Scott Kauls 9 Michael Swenson 10 Jason White |
11 Bruce Helmer Wealth Enhancement Group, Plymouth 12 Jack Elvestrom 13 Mark Johnson 14 Brad Christiansen 15 Paul Koch* 16 James Scheuring 17 Stephen Porter 18 Jack Swenson 19 Cinda Collins 20 Bryan Sweet |
* Paul Koch has since changed firms and can be found at UBS Financial Services, Wayzata
About Barron’s Financial Adviser Rankings
Barron’s acquired The Winner’s Circle in September, 2008, and employs two full-time researchers to gather the data behind four adviser rankings per year: Top 100 Advisers, Top 100 Women Advisers, Top 100 Independent Advisers and Top 1,000 Advisers (a state-by-state ranking).
The rankings are the foundation of Barron’s financial-adviser business, which promotes financial adviser best practices through conferences and a subscription-only Web site. Barron’s financial-adviser business is a year-round, industry-wide endeavor. Barron’s is committed to tracking the progress of America’s best advisers and showcasing their best practices in a way that helps raise standards in the industry.
Rankings are based on both quantitative and qualitative criteria, and we evaluate more than 3,000 nominations each year. The research is independent and run with the rigorous editorial standards that characterize Barron’s reporting.
For more information about nominating a financial adviser for the rankings, contact Jennifer Pedone at jennifer.pedone@barrons.com.
For questions about Barron’s financial-adviser business, contact Matt Barthel at matthew.barthel@barrons.com.
