For the second year in a row, Lakeside Wealth Management, Senior Vice President, Tim VerSchure, has been named to the Financial Times 401 Top Retirement Plan Advisors list. The list recognizes the top financial advisors who specialize in serving defined contributions (DC) retirement plans.
“I’m honored to have made the list again amongst some of the best in the industry,” says VerSchure. “We will continue to push our qualified plan business to new levels and I’m excited to see what the future holds for us.”
Financial advisers from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC plan participation rate; advanced industry credentials; and compliance record.
VerSchure began his career at Lakeside in 2008 as a Financial Advisor, quickly stepping into his current role as head of the Retirement Plan Division. Tim resides in Valparaiso, IN with his wife and three children.
For more information about the Financial Times 401 Top Retirement Plan Advisors visit: www.ft.com