March 7, 2017 - Bremer Investment Services is pleased to announce that Jim Marquardt was recently named a 2016 Top 100 Advisor in the nation by Bank Investment Consultant magazine.
Advisors are ranked on six criteria: (1) assets under management (AUM); (2) trailing 12-month production; (3) percentage change in AUM from the previous year; (4) percentage change in trailing 12 months; (5) amount of fee-based business; and (6) ratio of production-per-AUM. All are combined into a composite score to determine the final ranking.
The magazine says, "These advisors are not just home-run hitters. They are the all-around players skilled in every aspect of their game."
Marquardt has been a CERTIFIED FINANCIAL PLANNERTM professional since 2004 and joined Bremer in 2014. His office is at the Rochester branch located at 45 28th Street SE and he can be reached at 507-424-4641.
Bremer Financial Corporation is a privately held, $12 billion regional financial services company jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, mortgage, investment, wealth management, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include small businesses, mid-sized corporations, agribusinesses, nonprofits, public and government entities, and individuals and families.