Local Merrill Lynch financial advisors of the VKB Wealth Management Group named on the 2019 Forbes ‘Best-in-State Wealth Advisors’ List
July 30, 2019
Merrill Lynch recently announced dinancial advisors Matt Kock and Kurt Veldhuizen, both of Minocqua, have been recognized on the 2019 Forbes “Best-in-State Wealth Advisors" list, published on Feb. 20, 2019.
“We are incredibly proud of Matt and Kurt on being named to the list,” Wisconsin market executive Tim Cunningham said. “We believe Matt and Kurt consistently demonstrate what it means to be a leader in the wealth management space and is dedicated to providing our clients with the highest level of service.”
The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Both Matt Kock and Kurt Veldhuizen have been a part of Merrill Lynch’s Minocqua office for 11 years.