Wayne von Borstel Qualifies for LPL Financial's Elite Executive Council
PORTLAND, Ore., April 4, 2019 /PRNewswire/ -- Wayne von Borstel, President and Founder of von Borstel & Associates, has qualified for LPL Financial's elite Executive Council for the fifth consecutive year. Less than 1% of the firm's approximately 16,000 advisors nationwide were presented with this premier award.*
This is the seventeenth time LPL Financial has recognized von Borstel as a top advisor.
"Our continued success, in large part, can be attributed to our distinct process for managing wealth that is as relevant today as it was over thirty years ago," explained von Borstel. "Successful individuals and families may have accumulated wealth but are unsure of how to manage it, so they maximize their values and vision for the future. When wealth is aligned with values and vision, a greater purpose for wealth is realized, and our clients can begin to experience more joy and fulfillment with their success."
von Borstel & Associates, Inc. an independent, full-service financial planning firm serving clients throughout the country from office locations in Portland and The Dalles, Oregon.
Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®
Wayne von Borstel has been recognized by Barron's as a top financial advisor in 2018, 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.
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.
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2018
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA von Borstel & Associates, a registered investment advisor. Financial Advocates Investment Management, von Borstel & Associates and LPL Financial are separate entities. von Borstel & Associates can provide advisory services to entities and individuals residing in any state.
SOURCE von Borstel & Associates
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