Palm Coast, FL – February 15, 2018 – Kris Kasturi, CRPC® a Private Wealth Advisor with Ameriprise Financial in Palm Coast, was named to the list of “Best-in-State Wealth Advisors” published by Forbes Magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Kasturi was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period. Kasturi is part of Florida Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
As a private wealth advisory practice, Florida Wealth Planning Group provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. Kasturi has 18 years of experience with Ameriprise Financial. For more information, please contact Monique Miskimon-Aikens at (386) 597-2994 or visit the Ameriprise office at 10 Florida Park Drive N, Ste D, Palm Coast, FL 32137.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or www.ameripriseadvisors.com/team/florida-wealth-planning-group/.
Visit forbes.com for additional information about Forbes.
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Source: Forbes, “Best-in-State Wealth Advisors” 2/15/18.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.
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