Thoen honored On The Financial Times’ List of 400 Top Financial Advisers

Published 8:22 am Thursday, May 9, 2019

Gregory Thoen CFP, ChFC, CLU a Private Wealth Advisor with Ameriprise Financial in Austin, was named to the list of 400 Top Financial Advisers, published by the Financial Times.

The annual list recognizes the most outstanding financial advisors who represent the highest levels of ethical standards, professionalism and success in the business.

Gregory Thoen

To receive the award, a wealth manager must meet six criteria associated with quality client service, client assets under management, professional designations, favorable regulatory history, online accessibility and a minimum of 10 years in the industry. The rankings are based on data provided by brokerages, private banks, registered investment advisers and research by the Financial Times by over 1,000 of the nation’s most productive advisors.

Thoen works alongside financial advisors Randy Kramer CFP, ChFC, CLU, APMA, Brianne Brede ChFC, CLU, APMA, Jamie Surdy, CFP, ChFC, CLU, APMA, Toby Hovelsrud APMA and Heather Nelson as part of Wealth Management Solutions a private wealth advisory practice of Ameriprise Financial Services, Inc.

Wealth Management Solutions has served the Austin area since 2001. For more information, please contact the office at 507-437-3523.