Last Updated on February 15, 2020 by Workman & Associates
Logansport, IN — David Workman of Workman & Associates was recently ranked No. 19th in Indiana in the 2020 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This recognition is a testament to David Workman’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud David for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank him for the work he does in support of his clients.”
David Workman is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
Workman & Associates is based in Logansport, Indiana, and provides access to a full range of financial services including retirement and financial planning, small and large company retirement plans, fee-based planning, individual stocks and bonds, mutual funds, traditional and Roth IRAs, annuities, life insurance, long-term care insurance, 529 college savings plans, and more.
He has served Indiana for over 20 years and is licensed in 29 states. He and his wife, Beth, who has helped him run the business since inception, have 3 adult children (all married and living in central Indiana) and 1 grandchild.
David Workman is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
For more information about Workman & Associates, visit www.workmanandassociates.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. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2019
LPL Financial, Forbes magazine and Workman & Associates are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities and advisory services are offered through LPL Financial, Member of FINRA/SIPC.
SOURCE: News release from Workman & Associates