Forbes

Best-in-State Wealth Management Teams
2023 & 2024

We are pleased to announce that CedarDoor Wealth Management was recognized on the Forbes Best-in-State Wealth Management Teams List for the second year in a row. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN),
Member SPIC. CedarDoor Wealth Management is a separate entity from WFAFN.
© 2022 Wells Fargo Advisors Financial Network, LLC. PM08082025-6382261.1.1

Cedarburg

Office Address:
W67 N222 Evergreen Blvd, Suite 203
Cedarburg, WI 53012

Local Phone:
262.618.4949

Fax:
262.618.4967

E-mail:
[email protected]

Sturgeon Bay

Office Address:
1408 Green Bay Road
Sturgeon Bay, WI 54235

Local Phone:
920.743.9590

Fax:
920.743.9592

E-mail address:
[email protected]
CedarDoor Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, FL, ID, MN, MO, NC, OR, SC, TX, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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