In the News

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Jonathan Sarver and Peter Vrooman have been recognized on the 2018 list of Best-in-State Advisors by Forbes. The accolade was received by 250 members on the Forbes' 2018 list who collectively manage $672 billion in client assets while managing a client base that ranges from billionaire tech CEOs to small business owners and wealthy heirs.

The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.


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Peter Vrooman, CFA, CIMA®, CRPC® has been named Senior Vice President – Investment Officer. Wells Fargo Advisors has also designated Peter as a 2018 Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6450423


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Jonathan Sarver, CPWA® has been named Senior Vice President – Investment Officer. Wells Fargo Advisors has also designated Jonathan as a 2018 Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6450422 


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Jonathan Sarver, First Vice-President - Investment Officer of Sarver Vrooman Wealth Management Group of Wells Fargo Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
 
https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6444091/Jonathan_Sarver 

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Peter Vrooman, CFA, CIMA, First Vice-President - Investment Officer, Wells Fargo Advisors, obtained his CRPC (Chartered Retirement Planning Consultant) designation, awarded by the College of Financial Planning.
 
https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6441093/Peter_Vrooman 


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Wells Fargo has designated Jonathan Sarver, Partner of Sarver Vrooman Wealth Management Group, as a member of the firm's Premier Advisor Program.
 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6432176/Jonathan_Sarver