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.


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, which does not receive compensation form the advisors or their firms in exchange for placement on a rating.  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. 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.

Call Us To Learn More

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, CA, CO, CT, DC, DE, FL, GA, KS, LA, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.