Bryan Pratt, CFP® Honored in Forbes’ List of Top Next Gen Advisors

The PKA Team By | On August 8, 2018

We are excited to announce that Bryan Pratt, CFP®, has been named to the Forbes’ Top Next Generation Wealth Advisors list for 2018. The list was published recently on Forbes.com. Bryan is one of only 23 advisors selected from the State of Minnesota, and of those, one of just two based outside of the Minneapolis-St. Paul metro area.

 

 

The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.

This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio 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.