Sterk Financial takes1st place in Forbes Top Women Wealth Advisors Best-in-State

Local Certified Financial Planner Named in 1^st place to
Forbes Top Women Wealth Advisors Best-in-State 2023 List

 

Mary Sterk, CFP™ and President of Sterk Financial Services, has been named to the National 2023 Forbes Top Women Wealth Advisors Best-In-State 2023 List, ranking #1 in the state of South Dakota. Previously, Sterk has been named on both the Forbes Best-In-State Wealth Advisors and Forbes Top Women in Wealth lists, making this the 6^th year running, 2018-2023.  “I am humbled and honored to be named to this list.  Women represent a minority in the financial services industry, and I am proud to be among those recognized.” says Sterk.
 
Sterk went through a rigorous screening process.  The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data.  Criteria include years of industry experience and weighs factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients.  Neither Forbes nor SHOOK receive a fee in exchange for rankings.
 
 
 
Forbes Best in State Wealth Advisors list includes 10 recipients per state. The Forbes awards are based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.  The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. 350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049 605-217-3555 sterkfinancialservices.com

Contact: Rose Colella, Communications Manager
rosecolella@sterkfinancialservices.com