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Industry Accolades2018-09-18T15:23:53+00:00

Industry Accolades

Forbes Names Craig Bolanos Among America’s Best in State Wealth Advisors

CHICAGO — March, 2018 – Craig Bolanos an independent financial advisor at Wealth Management…

CHICAGO — March XX, 2018 – Craig Bolanos an independent financial advisor at Wealth Management Group in Inverness, IL was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors. 
 
According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data*. 
 
“This is a huge accomplishment,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “It takes a tremendous amount of dedication and experience to achieve this level in our industry. Craig Bolanos has committed to his role in supporting his clients’ financial lives and is a great example of the value the independent model has to grow successful businesses. We are proud to be an enabling partner to Bolanos and wish his continued success.” 
 
Bolanos has been providing financial services to clients in the Chicagoland area since 2003. Craig’s goal is to provide a full range of comprehensive services under the umbrella of Wealth Management Group in the hope that each client can achieve their own definition of true wealth. The firm is dedicated to the highest standards when delivering investment services and this recognition is a testament to that effort. 
 
Bolanos 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.  
 
About Wealth Management Group 
Located in Inverness, Illinois, Wealth Management Group LLC has been helping clients work towards financial security with a professional approach to wealth planning, accumulation and preservation. Since opening in 2003, the company’s mission has been clear – to inspire clients to make informed decisions through education, communication and service which will far exceed their needs and guide them towards a successful financial future. They provide services including asset management, financial planning, tax services, and estate planning. Their independent approach for individuals and families is 100% independent, objective, and free from proprietary products and sales quotas. This approach is supported by LPL Financial, the nation’s largest independent broker/dealer. The majority of our advisors at the group have attained AIF® designation and have the knowledge of a Global Fiduciary Standard of Excellence and apply this global standard into their own practice. For more information visit investwithwmg.com. 
 
*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. 
 
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 / NASDAQ: LPLA 
 
**Based on total revenues, Financial Planning magazine, June 1996-2017 
 
LPL Financial, Forbes magazine and SHOOK Research are separate entities. 
 
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC 

2017 Executive Council Award

Awarded to Craig Bolanos for Outstanding Client Service. This premier award is presented to less than 1% of LPL Financial Advisors based on annual production ranking of registered financial advisors supported by LPL Financial.

Barrons Roundtable

Barron’s brings together the best in the business for a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.

2004-2010 Chairman’s Club Award

Awarded to Craig Bolanos for Outstanding Client Service. This premier award is presented to less than 5% of LPL Financial Advisors based on annual production ranking of registered financial advisors supported by LPL Financial.

2011-2016 Chairman’s Council Award

Awarded to Craig Bolanos for Outstanding Client Service. This premier award is presented to less than 2% of LPL Financial Advisors based on annual production ranking of registered financial advisors supported by LPL Financial.

Best of the Best

2014 Readers Choice- Daily Herald – Wealth Management Group was voted Reader’s Choice Best of the Best for Financial Planning by the Daily Herald in 2014.

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.

Readers’ Choice Voting may not be representative of the views of other clients and are not indicative of future performance or success.

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