Updates

KIEL VANDERVEEN NAMED TO FORBES LIST OF AMERICA’S TOP NEXT-GENERATION WEALTH ADVISORS

August 8, 2018

CenterPoint Financial Group is pleased to announce that Kiel VanderVeen, who works out of the Nebraska City office, has been named to the Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.

“I consider it an honor to be ranked among our country’s top next-generation wealth advisors,” VanderVeen said. “To be included among such an elite group is humbling.”

The Forbes ranking of “America’s Top Next-Generation Wealth Advisors,” developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.* Advisors on the list must be born after 1980.

How has financial advising changed in the “Next-Gen” environment? “Advice is now intensely personal rather than on size fits all. Advanced planning is for all clients, laser focus on their goals is the priority,” Kiel explained. “Technology adoption and high service levels are the new normal. Good communication is a must, and it is often immediate. We are not clouded by the way things used to be and adjust to new technology, changing client needs, and industry trends quickly. Things change over generations but focus at CenterPoint Financial Group doesn’t change. The client always has been and always will be first in our office. Tools and methods evolve, but serving our clients is fundamental to our practice,” Kiel stated.

Forbes has been around since 1917. The first of their now famous lists were published in 1949, in the form of ranking industries and companies. Was making a Forbes list ever in the back of Kiel’s mind? He was younger than 10 when hearing of Forbes, but it never occurred to him that making the list could happen. “We simply come to work every day to work for better outcomes for our clients, I guess the rest just took care of itself.”

Founder BC Forbes stated in the first issue of Forbes, “Business was originated to produce happiness, not to pile up millions.” As a financial advisor at CenterPoint Financial Group, Kiel feels he is in the right spot to excel at something he enjoys, which allows him to spread quite a bit of happiness around.

What will he do when he reaches 30?!? Still a few years away, and some goals must be set for that milestone.

* Past performance is not indicative of future results. Individual experiences may vary.

Forbes list of “America’s Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018.” Data provided by SHOOK™ Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and inperson interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.

For more information see SHOOKresearch.com. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.