Advisor Achievements

Congratulations Kathy! 2024 Top Financial Advisor
I am honored to be recognized among LPL Financials' distinguished advisors for 2024. This achievement reflects our team's dedication to helping families across the U.S. navigate today's complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.

Achievement is based on annual production among LPL Advisors only.

Congratulations Kathy!
Forbes' recognition of Kathleen Aksten as a Top Women Advisor is a testament to her exceptional leadership, expertise, and dedication in the financial advisory industry, setting a high standard for excellence and empowerment. Congratulations Kathy!

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.