Choice of Top Sirloin with Roasted Mushroom Sauce or Sauteed Chicken Breast topped with Champagne Cream Sauce; Roasted Garlic Mashed Potatoes, Sauteed Green Beans, Chef’s Salad & Assorted Bread.
About the Best-In-State Study
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
October 10 or October 11
Presenters: Ty Bernicke, CFP®, President and Executive Wealth Manager & Steve Latham, CFA, CFP®, Chief Investment Officer
The dinner will take place at the Oak Marsh Golf Course, located at 526 Inwood Ave N, Oakdale, MN 55128.
© 2022 Bernicke Wealth Management, Ltd.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. The strategies mentioned in the presentation may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.