PORTLAND, Ore., March 14, 2017 /PRNewswire/ -- Barron's magazine recognizes Wayne von Borstel, of von Borstel & Associates in Portland, OR, as one of America's Top 1,200 Advisors for 2017 and for the third consecutive year. von Borstel is affiliated with LPL Financial, a leading retail investment advisory firm and the nation's largest independent broker/dealer.*
This esteemed annual list highlights top-performing financial advisors from across the country. Factors considered in determining the rankings include: assets under management, revenue generated for their firms, regulatory record, quality of practice and philanthropic work. von Borstel's thirty-two year practice has been built on helping clients stay systematic, unemotional and diversified through a focus on financial planning, academic investing, and ongoing coaching.
"We feel like times are different, but are they really? The world is as unpredictable as it has always been," explained von Borstel, whose life-long passion for finance began at the age of 18 when his grandmother let him invest her money. "Success as a financial planner and investment advisor comes from helping clients realize that we are not going to respond to news coming out of Wall Street or the White House. I help my clients pursue financial success by staying focused on the news coming out of their own homes."
von Borstel is the president and founder of von Borstel & Associates, Inc., an independent, full-service financial planning firm serving over 460 clients throughout the country from offices in The Dalles and Portland, OR.
*Based on total revenues, Financial Planning magazine, June 1996-2016
About Wayne von Borstel
Wayne von Borstel has been recognized by Barron's as a top financial advisor in 2017, 2016, 2015, and 2009. The awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. He is the author of The Truth Project: Having the Courage to Ignore Wall Street (High 5 Communications, LLC, December 2012, hardback, paperback, audio and Kindle edition,138 pages, ISBN 978-0985779726) and has served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and more.
von Borstel holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College. He holds the following professional designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNERTM (CFP®).
von Borstel is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington.
To learn more about von Borstel, please visit vonborstel.com.
Investment advice offered through von Borstel & Associates, Inc., a Registered Investment Advisor.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $517 billion in advisory and brokerage assets as of January 31, 2017. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
LPL Financial, Barron's magazine and von Borstel & Associates, Inc. are all separate entities.
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SOURCE von Borstel & Associates