CenterCoast PWM was named 2024 Best in State Wealth Management Team by Forbes

#13 Best in State Wealth Management Team for Illinois

CenterCoast Private Wealth Management of Wells Fargo Advisors Financial Network (FiNet) is proud to announce that our team has been ranked number 13 in the state of Illinois and named 2024 Best-In-State Wealth Management Teams.*

We believe this list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The CenterCoast Private Wealth Management Team of Wells Fargo (FiNet) includes Financial Advisors, Robert Weis CFP®, Marc Lubkeman CFP®, Richard Stanfel CFP®, Tim Olsen AAMS™ CRPC™ AIF®, Louise Ozolins CRPC™ AIF®, Lucas Weis CFP®, Senior Registered Branch Administrator Anastasia Tashlitsky, Senior Account Administrators Patricia Antonelli, Dianne Mumenthaler and Registered Account Administrator Ryan Begley. Robert Weis has also been named as one of the Forbes Best-in-State Wealth Advisors in 2019-2024 and Marc Lubkeman was named as one of the recipients in 2022 and 2024.**
 
With more than 100 years of combined investment experience, CenterCoast Private Wealth Management Group of Wells Fargo (FiNet) is a premier team of Financial Advisors with a deep bench of talent that utilizes complementary skill sets to provide comprehensive, strategic investment counsel and wealth management solutions.

To learn more about this award please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/


*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019: Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18.
PM-10032025-6526162.1.1
CenterCoast Private Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX