David J. Workman of Workman & Associates was recently ranked No. 22 in Indiana in the annual Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention*.
“I congratulate David Workmanon behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients’ needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support David Workman and we thank him for the work he does to enrich the financial lives of his clients.”
Workman & Associates is based in Logansport, Indiana, and provides access to a full range of financial services including retirement and financial planning, small and large company retirement plans, fee-based planning, individual stocks and bonds, mutual funds, traditional and Roth IRAs, annuities, life insurance, long-term care insurance, 529 college savings plans, and more.
He has served Indiana for over 20 years and is licensed in 29 states. He and his wife, Beth, who has helped him run the business since inception, have 3 adult children (all married and living in central Indiana) and 1 grandchild.
David Workman is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
For more information about Workman & Associates, visit www.workmanandassociates.com
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
* The Forbes Best-In-State Wealth Advisor 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
LPL Financial, Forbes magazine and SHOOK Research are all separate entities.
**Based on total revenues, Financial Planning magazine, June 1996-2018
Securities offered through LPL Financial, member of FINRA/SIPC