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Nick Blasberg Recieves Industry Recognition As One Of The Top Bank And Credit Union Advisors In The Country

January 17, 2019
Reinbeck Courier
Waterloo, IA — Nick Blasberg, an advisor with LSB Wealth Management was recently recognized as one of the nation’s Top 100 Bank Advisors for 2018 by Bank Investment Consultant (BIC), a leading information source for bank and credit union financial advisors. The annual Top 100 list recognizes successful bank and credit union advisors from throughout the country who have excelled in a number of key areas, including growth of the assets they serve, according to BIC. “On behalf of LPL, I congratulate Nick on achieving this industry recognition,” said Arthur Osman, LPL Financial executive vice president, Institution Services Business Consulting. “Nick has demonstrated a commitment to helping his clients work toward their financial goals. We applaud Nick for the important work he does to bring value to his clients and to LSB Wealth Management by making a meaningful impact on the financial lives of his clients” Nick Blasberg has been providing financial services at LSB Wealth Management for 6 years. Blasberg provides a full range of financial services, including retirement and financial planning, investment management, annuities, life and long-term care insurance. Prior to his banking career, Blasberg worked as the director of an assisted living facility for 6 years, where he helped families navigate new, unfamiliar situations- both financially and emotionally. His combination of experience is a great benefit to his clients and enables Blasberg to help people understand both the numbers and emotions behind making important financial decisions. Blasberg and the investment program at LSB Wealth Management are supported by LPL Financial, a leading provider of comprehensive third-party brokerage and wealth management services to the investment programs of banks and credit unions throughout the nation*. Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ration of production-per AUM. Those six factors are combined into one composite score to determine the final ranking.

 
 

 

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