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Disclosures:

JORDAN L. HUSTED AWARDS

1 2022-2024 Forbes Best-in-State Wealth Advisors in MT, published first trimester each year, research by SHOOK Research LLC, data as of June of prior year. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

2 2022-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State in MT, published August each year, research by SHOOK Research LLC, data as of March of the same year. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

3 2024 Solo Advisors to Watch, published Advisor Hub June 2024, data as of December 2023. The rating is based on various factors including size of the business, profitability, staffing, assets under management, households, production, regulatory record and community involvement.

 

For all rankings: Compensation provided for using, not obtaining, the ratings. The ratings are not based on quality of investment advice, investment performance or client feedback.