Logansport, IN — February 23, 2021 – David Workman of Workman & Associates was recently ranked No. 29th in Indiana in the 2021 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“On behalf of LPL Financial, we congratulate David Workman for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward pursuing their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud David Workman for continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor-advisor relationships.”
Workman & Associates is based in Logansport, Indiana, and provides 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.
David Workman has served Indiana for over 30 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 and 1 grandchild.
David Workman is an independent advisor affiliated with LPL Financial, 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 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
*Based on total revenues, Financial Planning magazine, June 1996-2020
LPL Financial, Forbes magazine and Workman & Associates are all separate entities. 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.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA/SIPC