The Ossewaarde Anderson Sanborn & Peterson
Wealth Management Group of Wells Fargo Advisors
has been recognized as a


Forbes Best in-State Wealth Management Teams 2023*

 

OAS&P is a respected team of highly credentialed Financial Advisors who combine complementary skill sets to provide goal-based investment guidance.  We offer specialized expertise in developing comprehensive, results-focused financial strategies designed to enable clients to accumulate, protect and transfer wealth.






*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.

Steve Ossewaarde, Managing Director – Investments,
has been recognized as a

Forbes Best-in-State Wealth Advisors 2018, 2019, 2020, 2021 & 2022*



 
*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.

Forbes Best-In-State Wealth Management Team1 - 2023

Forbes Best-in-State Wealth Advisors1 – 2018, 2019, 2020, 2021 & 2022

Premier Advisor2 – 2004 - 2022

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 1988

Senior Private Investment Management (PIM) Portfolio Manager3

Link to Forbes Article  

1The Forbes Best-In-State Wealth Management Team and 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, which does not receive compensation from 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.
 
2The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

3The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Forbes Best-In-State Wealth Management Team1 – 2023

Premier Advisor2 – 2011 - 2022  

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 2011

Senior Private Investment Management (PIM) Portfolio Manager3

Certified Portfolio Manager (CMP®) - earned in 2023

1The Forbes Best-In-State Wealth Management Team rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Reasearch, LLC which does not receive copensation from 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.

2The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients..

3The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Forbes Best-In-State Wealth Management Team1– 2023

Forbes Top Next-Generation Wealth Advisors1– 2018 - 2019

Premier Advisor2 – 2018 - 2022

Private Investment Management (PIM) Portfolio Manager3

Certified Portfolio Manager®  - Earned in 2022

https://www.bosinvest.com/wp-content/uploads/2019/10/Forbes-Next-Gen-Best-in-State.png

1The Forbes Best-In-State Wealth Management Team and Forbes Top Next-Gen 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, which does not receive compensation from 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.

2The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

3The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Forbes Best-n-State Wealth Management Team1 - 2023

Premier Advisor2 – 2019 - 2022

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 2011

Private Investment Management (PIM) Portfolio Manager3

Certified Portfolio Manager® - Earned in 2022

1The Forbes Best-In-State Wealth Management Team rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Reasearch, LLC which does not receive copensation from 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.

2The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on eithe rof the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

3The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Premier Client Associate1 – 2011 - 2018

1The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Premier Client Associate1 – 2014 - 2018

1The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

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