YOUR PARTNERS IN FINANCIAL SUCCESS

FINANCIAL PROFESSIONALS

Roger Abel, AIF®

PRESIDENT | WEALTH ADVISOR

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Elias Randel

VICE PRESIDENT | WEALTH ADVISOR

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Chris McNeal, CFS

REGIONAL VP | WEALTH ADVISOR

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Jonas Everett

WEALTH ADVISOR

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Casey Mushrush, J.D., AIF®, CFP®

WEALTH ADVISOR

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Scott Klahn

WEALTH ADVISOR

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Mark Hunter

WEALTH ADVISOR

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Brock Renner

WEALTH ADVISOR

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Ron Pfeiffer

WEALTH MANAGER

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SUPPORT TEAM

Linda Elliff

CLIENT SUPPORT COORDINATOR

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Hannah Gerdes

NEW BUSINESS & OPERATIONS COORDINATOR

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Diana "Dee" Knoll

CLIENT RELATIONS COORDINATOR

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Molly Nordlocken

MARKETING COORDINATOR

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Logan Renner

SUPPORT ASSOCIATE

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Mitzi Fields

ADMINISTRATIVE ASSISTANT

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Isadora Smith

ADMINISTRATIVE ASSISTANT

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Premier Investments & Wealth Management

LPL Financial Form CRS

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NE, NC, NH, NY, OK, OR, PA, SC, SD, TX, UT, WA, WI, WY. No offers may be made or accepted from any resident outside the specific states referenced. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

YOUR PARTNERS IN FINANCIAL SUCCESS

Roger Abel, AIF®

Elias Randel

Chris McNeal, CFS

Jonas Everett

Casey Mushrush, J.D., AIF®, CFP®

Scott Klahn

Mark Hunter

Brock Renner

Ron Pfeiffer

Linda Elliff

Hannah Gerdes

Diana "Dee" Knoll

Molly Nordlocken

Logan Renner

Mitzi Fields

Isadora Smith

Premier Investments & Wealth Management