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Devils Lake Bremer leader recognized as a Best-In-State Wealth Advisor

05.09.23

Bremer Investments is proud to announce Financial Advisor Layton White has been named to the Forbes list of Best-In-State Wealth Advisors. In his role at Bremer, White provides investment strategy, brokerage and wealth advisory services to families, agriculture producers and small business owners. His expertise in financial planning, retirement planning and estate planning helps individuals approaching and transitioning into retirement or other life events, and those who desire to leave a legacy through charitable gifting.

White has more than 20 years of experience in the financial services industry and has spent his Bremer career serving the Devils Lake, Minot, Rugby, and Carrington markets as a financial advisor. He is a Raymond James-affiliated advisor.

“We are very proud of Layton earning this outstanding achievement for the third year in a row and are grateful to have him on the Bremer team,” said Bremer Investments President Cory Miner.  “Layton embodies Bremer’s commitment to putting customers first, and he contributes an admirable work ethic at Bremer. He has helped thousands of individuals and business owners plan for the future, and his expertise in financial and retirement planning is important to have on our team.”

White is involved in his community and serves as board member of the Lake Region Curling Club, is a member of the Devils Lake chapter of Rotary International, and volunteers in various roles while supporting the activities of his busy family.

The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Forbes’ Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria mostly gained through due diligence interviews and quantitative data with an algorithm weighing factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients.

This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

About Bremer Financial Corporation

Bremer Financial Corporation is a privately held regional financial services company with $16 billion in assets, jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer and celebrating 80 years, the company is headquartered in St. Paul, Minnesota, and provides a comprehensive range of banking, mortgage, investment, wealth management, 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.

About Forbes Top Best-In-State Wealth Advisors

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

About Raymond James

Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion as of December 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.  Bremer Investments, Bremer Bank and its affiliates are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Bremer Investments, 8800 Highway 7, St. Louis Park, MN  55426, 952-932-6751