Updated: Dec 21, 2022
Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #99 on Forbes Best-In-State Wealth Advisors 2022 for the State of Ohio. "Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives,” says R.J. Shook, president and founder, SHOOK Research, in an article outlining the methodology.
Shook goes on to share the extensive research as of April 2022, which includes:
· 34,925 nominations received, based on high thresholds and qualifications
· 19,640 invited to complete online survey
· 14,476 telephone interviews
· 2,657 in-person interviews at advisors’ location
· 1,311 Web-based interviews
David writes, “I am honored and humbled to be recognized by Forbes. This award is a testament to how lucky I am to work with such wonderful clients. I sincerely appreciate the opportunity to serve them and look forward to continuing my commitment to always putting my clients’ interests first.”
The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
1 As of April 7, 2022
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group is a separate entity from WFAFN.