Sarver Vrooman In The News

Jonathan Sarver and Peter Vrooman have been recognized on the 2018 list of Best-in-State Advisors by Forbes. The accolade was received by 250 members on the Forbes' 2018 list who collectively manage $672 billion in client assets while managing a client base that ranges from billionaire tech CEOs to small business owners and wealthy heirs.

 

https://www.forbes.com/best-in-state-wealth-advisors/#7a91f885291d

 

 

Peter Vrooman, CFA, CIMA®, CRPC® has been named Senior Vice President – Investment Officer. Wells Fargo Advisors has also designated Peter as a 2018 Premier Advisor. The Premier Advisor designation is held by a select group of financial advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6450423

 

Jonathan Sarver, CPWA® has been named Senior Vice President – Investment Officer. Wells Fargo Advisors has also designated Jonathan as a 2018 Premier Advisor. The Premier Advisor designation is held by a select group of financial advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6450422

 

 

Jonathan Sarver, First Vice-President - Investment Officer of Sarver Vrooman Wealth Management Group of Wells Fargo Advisors obtained the Certified Private Wealth Advisor® certification, administered by Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business

 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6444091/Jonathan_Sarver

 

 

 

Peter Vrooman, CFA, CIMA, First Vice-President - Investment Officer, Wells Fargo Advisors, obtained his CRPC (Chartered Retirement Planning Consultant) designation, awarded by the College of Financial Planning.

 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6441093/Peter_Vrooman

 

 

 

Wells Fargo Advisors has designated Jonathan Sarver, First Vice President - Investment Officer of Sarver Vrooman Wealth Management Group at Wells Fargo Advisors, as a member of the firm's Premier Advisor Program.

 

https://www.bizjournals.com/kansascity/potmsearch/detail/submission/6432176/Jonathan_Sarver

 

 

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.