Best in State Top Next-Gen Wealth Advisors for 2022
Madison, WI (August 3, 2022) Midwest Financial Group, a provider of financial services in Madison, WI announced that Matthew Cuplin has been named to Forbes’ list of Best in State Top Next-Gen Wealth Advisors for 2022. The list is published on https://www.forbes.com/best-in-state-next-gen-advisors.
According to Forbes, a leading financial publication, the ranking reflects 1000 advisors honored were all born in 1983 or later and are excelling in this graying industry. List makers are determined based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to values-based planning,” said Matthew Cuplin. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
About Midwest Financial Group
Midwest Financial Group has been providing individuals and organizations with financial guidance since 1991. Located at 1806 Seminole Hwy, Madison WI 53711, Midwest Financial Group’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit www.mfgteam.com. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here https://www.forbes.com/best-in-state-wealth-advisors/#6dacf206291d
for more award information.
1This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary.2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.