Brody & Frohn Wealth Management Group
of Wells Fargo Advisors

Team Credentials & Awards

We believe this award is a reflection of the trust our clients have placed in us to help them reach their goals.


2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. (Source: Forbes.com) 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.


Forbes Best-In-State Wealth Advisors

Lawrence Brody was named as a 2023 Forbes Best-In-State Wealth Advisors. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com) The Forbes Best-in-State Wealth Advisors 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.



Wells Fargo Advisors Platinum Council

Lawrence Brody has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors every year from 2015 - 2024. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.



CERTIFIED FINANCIAL PLANNERTM1

Christopher Frohn has earned his CERTIFIED FINANCIAL PLANNERTM professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn the CFP®, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.

 

 

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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