Travis McClarney Named Forbes’ Best-in-State Top Financial Security Professional
Posted on August 8, 2023
The Forbes Best-In-State Securities Professional ranking, developed by SHOOK Research, evaluates, among other criteria, client retention, industry experience, compliance records, firm nominations, and assets under management. Portfolio performance is not included. Neither Forbes nor SHOOK Research receives a fee for these rankings.
Forbes 2022 Best-in-State Financial Security Professional
In 2022, Travis McClarney was recognized as one of Forbes’ Best-in-State Top Financial Security Professionals, an honor reserved for a select few outstanding financial planners in Indiana. We are incredibly excited to be part of this distinguished list, and we are extremely grateful to our clients who made this possible. Thank you for trusting us with your wealth, your business, your family, and your future. We look forward to serving you with excellence for many years to come!
About the Award
Insurance professionals earned this recognition based on various criteria such as personal interviews, assets under management, and compliance records. Honorees were chosen by SHOOK Research, an independent research firm. To learn more about their methodology, click here.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The Forbes Best-In-State Securities Professional ranking, developed by SHOOK Research, evaluates, among other criteria, client retention, industry experience, compliance records, firm nominations, and assets under management. Portfolio performance is not included. Neither Forbes nor SHOOK Research receives a fee for these rankings.