Raymond James Riverdale Named to Forbes List of Best-in-State Wealth Management Teams Two Years in a Row

January 23, 2024

RAYMOND JAMES RIVERDALE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH MANAGEMENT TEAMS

COON RAPIDS, MN – John Alfred Anderson, Branch Manager/Financial Advisor and Mike A. Kaiser, Branch Manager/Financial Advisor of Raymond James Riverdale located at 3340 Northdale Blvd NW was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Management Teams. The list, which recognizes top-performing teams was released online on January 9, 2024.

The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/list- directory/#470ac626b274 for more info.

John Anderson, Financial Advisor, RJFS, who joined Raymond James in 1998, has more than 40 years of experience in the financial services industry. In addition to providing a wide variety of financial services, from retirement to education, he has established a focus in high net worth, fixed income, estate planning, and asset diversification.

Mike Kaiser, Financial Advisor, RJFS, has more than 36 years of experience in the financial services sector and joined Raymond James in 2002. His expertise includes retirement and goal planning with a focus on budgeting techniques and the development of healthy long-term habits that will lay the foundation for clients' future financial prosperity.

To reach John and Mike or the advisors at Raymond James Riverdale, more information can be found at www.embarkriverdale.com/or by calling 763-432-2061

About Forbes Top Wealth Management Teams Best-in-State

The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/list-directory/#470ac626b274 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 $1.21 trillion. 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 Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.