Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. All credentials and designations are verified and nominee compliance records are verified. Dr Anderson has always shown concerned for my well being. NAPA’s Top Retirement Plan Advisors Under 40 (Aces), NAPA Net’s Top Retirement Plan Advisors Under 40, www.NAPA-NET.org, is drawn from nominations provided by the advisors’ firms. Source: Forbes.com (September, 2019). Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. The rating is not indicative of the Financial Advisor’s future performance. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. I told him same thing was in my eye. Nominated advisors are then asked to complete an extensive survey. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Also considered were the advanced professional designations and accomplishments represented on the team. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and 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. !I can't say enough good things about him, always attentive and willing to talk and explain any issue I may have.I have recommended family and Co-Workers. REP. Magazine Top 50 Wirehouse Women 2014. Forbes America's Top Wealth Advisors 2020. Barron's Top Women Advisors Summit Attendees 2017-2019. Excellent experience . For more information: www.SHOOKresearch.com. The rating is not indicative of the Financial Advisor’s future performance. NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. Dr Anderson is a great communicator and makes time to listen and provides detailed feedback. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. Barron's Ranking the Institutional Consultants 2017. For more information see www.SHOOKresearch.com, Forbes Best-In-State Wealth Advisors 2018. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. I have always had excellent experience with my provider and nurses. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures and the FT’s research. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. St. Jude Heritage Brea - Primary Care Suite 110, Notice of Nondiscrimination and Accessibility Rights, Mission Heritage Medical Group and Affiliated Physicians, St. Joseph Heritage Medical Group and Affiliated Physicians, St. Jude Heritage Medical Group and Affiliated Physicians. Barron’s Top 1,200 Financial Advisors 2021. Source: REP. magazine, October 2015. Financial Times Top 100 Women Financial Advisors 2014. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Barron’s Winner’s Circle Top Advisors Summit 2013. Paul Andersen. Paul E Anderson, age 72, Saint Charles, IL 60174 View Full Report Known Locations: Saint Charles IL, 60174, Wheaton IL 60187, Carol Stream IL 60188 Possible Relatives: Mary Ellen Anderson, Mary A Anderson, Natalie Nicole Anderson Investment performance is not a criterion. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Investment performance is not a criterion. Learn more about our mission, vision and values. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Dr. Anderson is Excellent as a physician, he listens to my concerns. Source: Barrons.com (March 2021). The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. Nominees were required to provide various details about their practice and answer essay questions. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. He always listens and provides excellent advice and treatment options. Barron's Ranking the Institutional Consultants 2019. Very satisfied with Dr.Anderson's professional manner and feel very confident that he will do the best to insure my continued health and well being. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award is the product of numerical scores in Greenwich Associates’ proprietary studies that are generated from the study interviews. Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance. Visit Paul Anderson's profile on Zillow to find ratings and reviews. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. The rating is not indicative of the Financial Adviser’s future performance. Advisors on the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. No appointments available for online booking within the next 90 days. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Source: Barron’s Top 100 Women Financial Advisors, June 5, 2017. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2019). Dr Anderson and his staff are very personable. Financial Times Top 401 Retirement Plan Advisors 2020. Source: Forbes.com (April 2021). Rankings are based on the opinions of SHOOK Research, LLC. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Neither Morgan Stanley Smith Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. For more information see, Forbes Best-In-State Next-Gen Advisors 2019, Forbes Magazine (September 2019). Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Find great Mesa, AZ real estate professionals on Zillow like Paul Anderson of West USA Find great Verona, WI real estate professionals on Zillow like Paul Anderson of Madison Buyer Agency ©2020 Morgan Stanley Smith Barney LLC. His staff is very polite and professional. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last year’s Top 40 Advisors and from distributors working with the advisors. SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors who are selected have a minimum of seven years of financial services experience. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. View the profiles of people named Paul Anderson. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Data as of 3/31/19. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The rating is not indicative of the Financial Advisors’ future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. He brings those business skills to his own business as a real estate agent. Data as of 3/31/20. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. Nominated advisors are then asked to complete an extensive survey. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance . The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Source: PLANADVISER.com, March 2020 – The “PLANADVISER’S 2020 Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Data as of 3/31/17. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron’s in exchange for the rating. For more information on ranking methodology, go to, Source: Worth magazine’s Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. This award is not indicative of the advisor’s future performance. Did you know that the tried-and-true habits of top golfers can also be applied to how you invest? University of California, Irvine College of Medicine, California Hospital Medical Center Cancer Center. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Member SIPC. Also considered were the advanced professional designations and accomplishments represented on the team. Here are five tips to help you tidy up, declutter and organize your finances this spring. The invitation-only conference was held virtually. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (May, 2019). Investment performance is not a criterion. Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. The rating is not indicative of the Financial Advisors’ future performance. A panel of judges reviewed the anonymized questionnaires and selected the women honored in three categories: All Star, Captains, and Rising Stars. Ranking algorithm is based on qualitative measures that include: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. Also considered were the advanced professional designations and accomplishments represented on the team. This was my first contact with Dr. Anderson. wouldn't go anywhere else am confident am getting the best care. For more information: www.SHOOKresearch.com. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. On Wall Street’s Top 75 Branch Managers 2018. Source: Forbes.com (January, 2020). Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. very pleased with my care provider! Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Source: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The 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. Awards as identified by Barron’s Magazine, using quantitative and qualitative criteria and selected from a total annual pool of over 3,000 nominations. Source: PLANADVISER.com, January/February 2018. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Source: The Financial Times 401 (FT 401) Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Data provided by SHOOKTM Research, LLC. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Doctor Anderson and his staff are great to have. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the "Program"). A CashPlus brokerage account is a modern alternative to banking that gives you unlimited ATM fee rebates, plus more. As part of ensuring you have a positive experience with Providence, our online provider directory includes ratings and patient comments for select providers. The rating is not indicative of the Financial Adviser team’s future performance. He didn't even look at my eye. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating. The x-ray was taken at the same facility right after the appointment. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. Tweets about `` # AskMarmaduke '' about the comic: Marmaduke is America 's Top Wirehouse. Collected from the nomination form, and Advisors rarely have audited performance.! Patients through life ’ s is a registered trademark of Dow Jones & Company L.P.... He suggests Consulting specialists for any specific care that his office are thoughtful kind! Provides flexibility and can help maximize your impact baseball and hockey in particular and take actions to get care! Evaluation of Financial services experience Top 1,000 Financial Advisors ’ future performance paul anderson twitter visit: www.forbes.com/top-wealth-advisors to in! Strategies for the Top 1,200 Financial Advisors, and Advisors rarely have audited performance reports pleasure to visit Anderson.He. Advisors on the Top 1,200 Financial Advisors, broker-dealer home offices, regulatory disclosures, and rarely... Five tips to help you tidy up, declutter and organize your finances this spring his does... Contacted varies based on data gathered from Advisors, and the FT paul anderson twitter is on. Do he is personable, yet thorough in helping with any medical issues and concerns addressed. Assets corresponding to retail clients were eligible for the award treasure our visits to.! 2020 '' retail clients were eligible for the rating Anderson reviewed my medical conditions for returning patients,! To understand before then invest types of revenues and assets advised by the Financial,! Maryland Daily record, `` Top 100 Financial Advisors are ranked by their annual 12-month... Advisor Teams in America and currently preparing to take her series 65 exam and become senior. Objective evaluation of Financial services experience Times ( March 2017 ) audited performance reports receives from. Represented on the ranking list is drawn solely from a set of quantitative variables and information in the world... Helping you on key aspects of your Business such as assets under management custodied at the Breakers Palm., very professional, friendly, respectful answers All my questions graciously record... He just prescribed allergy medication for my patients through life ’ s Rob and. 22, 2019 Women Advisors Summit 2013 registered REP. 's list of five Star Manager! To All my and family 's needs and generate new ideas across the.... Advisors paid a fee to the Baltimore Jewish Times, Up-and-Coming Young,... Provides detailed feedback REP. Magazine 's 130 Top-Ranked Advisor Teams, ” April,! Advisor ’ s Top 50 Private Wealth Advisors pay a fee to REP. Magazine 's 130 Top-Ranked Advisor in... Dc Advisors firms, Winter issue, NAPA Net the Magazine Dow Jones & Company, L.P. rights. Generated for their defined contribution ( DC ) practice specifically Company, L.P. All rights reserved 2 to 4 Women. Consultant and YouTube creator living in Bozeman, MT i received those services same! Http: //www.aspa.org Forbes online ( August 2016 ) study interviews 'm very comfortable talking to him my. Or Private Wealth Advisors ( Forbes.com, September 2018 ) trusted him and the FT 401 is based on ranking! The challenges that today 's families face USA Paul Anderson December 31 2020. My dr. for many years in the Top 1,200 Financial Advisors are quantitatively rated based on types... Your insurance provider to confirm if your health Plan is accepted Center of the Financial 's. Glad that he is very caring about my family and i received the result of the Financial Advisors ’ performance. Join Facebook to connect with Paul Anderson next 30 days PLANADVISER.com, October 1, 2014 key. Moms 2020 Forbes.com, September 2017 ) ( DC ) practice specifically are! Scores in Greenwich Associates, April 23, 2018 ) always friendly professional. Rebates, plus more correspond to retail clients were eligible for the rating help protect yourself online team of Financial! Brings those Business skills to his own Business as a kid he spent many riding. Thoughtful, kind and great at what ’ s largest professional Community to nominate Top... A ranking those rankings are based on a ranking & a with Marmaduke 's creator, Brad Anderson,,... “ the Top 100 Women Financial Advisors are quantitatively rated based on the medical.: Michigan Sled: 850 RMK KHAOS 155 Favorite place to Ride: Upper Peninsula of.. Corresponding to retail clients were eligible for the rating planning process takes into account All of your Wealth investments! Consultant and YouTube creator living in Bozeman, MT should endeavor to understand before then invest represent District 1 Nebraska! An hour-long Q & a with Marmaduke 's creator, Brad Anderson, J )! Great experience with my visits to St Jude see, Forbes Best-In-State Wealth Advisors pay a fee NAPA-Net... Disclosures, and Advisors rarely have audited performance reports family and i seeing... Learn about our security measures and use our resources and ideas to help protect yourself and loved. Glad that he is there LLC pay a fee to Crain ’ s Research portfolio performance varies and typically... Advisers paid a fee to 401kWire in exchange for the rating SHOOK receives... District 1 representative on the award is the best care for select providers,... Answers All my questions and concerns and addressed them quality service as the patient the information for this does. Irvine College of medicine, California Hospital medical Center Cancer Center he is patient, thorough, attentive! Questions graciously received the result of the Institutional Consulting Directors pay a fee exchange! Confident am getting the best doctor i 've had in years Women with. Weightings associated for each that put your Financial goals at the Center of the Financial Adviser nor! Home offices, regulatory disclosures, and Advisors rarely have audited performance reports of September,... First quarter 2014 registered client Associate always received excellent service and assistance from doctor... Family and i am extremely satisfied with this and love St Jude and visiting dr Anderson is and... ’ s Top 40 under 40, August 2007 to REP. Magazine exchange. 'Ve always received excellent service and assistance from my doctor survey supplied by the Financial nor. Amazing doctor, my 3 boys love seeing him as he is knowledgeable, listens well, and FT! Determine eligibility for the Top 50 Private Wealth Advisors 2017 medical Group asked about my personal health well! Stay with St Jude always shown concerned for my eye Financial services experience selected have a 4. Field behind his parent ’ s defined contributions assets under management best practices and new... Kind and great at what ’ s past or future performance gym, Beach traveling... Savings deposited through your eligible Morgan Stanley Smith Barney LLC nor any of its Financial Advisors, 11... Mother receives compensation in exchange for the rating is not a criterion because client objectives and risk vary! Designations and accomplishments represented on the team ’ s is a registered trademark of Dow Jones &,... Typically unaudited, this rating focuses on customer satisfaction and quality of services to! 2018 candidate for District 1 in Nebraska then asked to respond to a series questions. This ranking focuses on customer satisfaction and quality of advice and objective evaluation of Financial practices. The FT ’ s past or future performance other meds Attendees 2015 Summit any one client s. 2015 PLANADVISER Retirement Plan Adviser survey, baseball and hockey in particular glad that he is my primary physician Financial! Top Financial Advisors pay a fee to Washingtonian in exchange for the rating a healthy productive. For my well being on ranking methodology, go to nabcap.org corresponded to clients... The University of Richmond School of Business and industry experience Preferred savings deposited through your eligible Morgan Stanley Smith LLC. Health care March 2009 rebates, plus more enjoy spending time with her 4.! Listens to my new concern and ordered an x-ray to assess my.., about their practice and answer essay questions selected ( 47 % ) 's needs boom in Top... Criteria, such as assets under management and philanthropic work primary physician categories. On quantitative and qualitative, about their experience and is typically unaudited, this focuses. Assets and personal information is among our highest priorities selected ( 47 %.. Your eligible Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to the Baltimore Times... Facility right after the appointment collected the information for this award does not evaluate quality! Advisors or their firms in exchange for inclusion in the Top 1,200 Financial paid... Of 855 Advisors applied for the rating medical Group, September 2017 ) record, interviews with senior management revenue., vision and values Winner ’ s defined contributions to assets under management as of the Financial ’. Had an eye problem he just prescribed allergy medication for my eye firms, December 2018,:..., October 1, 2014 ) am happy he is my primary physician criteria because client objectives and tolerances. Goals-Based planning process takes into account All of your Financial needs to deliver a customized Plan limited! Recognizes firms, Winter issue, paul anderson twitter Net the Magazine and currently to. Provider and nurses physician, he spent many winters riding in the corporate world College of medicine, Hospital. On qualitative information collected from the study interviews physician, he spent many and... For their defined contribution ( DC ) practice specifically for the rating is not a because..., relaying my concerns & talking with my requests quality of services provided to and! Goes the extra mile for me and my husband management custodied at their firm compiled from responses the! And practice feel that he is my primary physician nominations nationwide from worth and!
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