Kolter & Yocum Financial Group of Wells Fargo Advisors named one of Forbes 2025 Best-In-State Wealth Management Teams
Kolter & Yocum Financial Group of Wells Fargo
Advisors has been recognized by
Forbes as a Best-In-State Wealth Management Team for 2025. This accolade recognizes
teams that are setting the benchmark for best practices and consistently
providing an excellent client experience.
“We are honored to be named as one of Forbes Best-In-State Wealth Management Teams. We believe this recognition is a testament to our team’s unwavering commitment to delivering personalized, strategic guidance to our clients and keeping abreast of industry trends,” said David Kolter, Managing Director- Investments. “We take immense pride in helping individuals and families achieve their financial goals, and being included on this prestigious list makes us grateful for the trust our clients place in us every day.”
Kolter & Yocum Financial Group based in Lebanon, is comprised of 2 team members led by David Kolter, Managing
Director- Investments and Zachary Yocum, Senior Vice President- Investment
Officer and collectively oversee more than $750 million in client assets as of December
2024, with the support of Jenine
Wamsher, Client Associate, ensuring a well-rounded approach to client
service. Together, the team has 24 years of experience in the financial
services industry.
2025 Forbes Best in State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded
January 2025; Data compiled by SHOOK Research LLC based on the time period from
3/31/23 - 3/31/24 (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. 11,674 wealth management teams were considered for the rating; 5,331
(45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth
Management Teams.
About Wells Fargo Advisors
With $2.147 trillion in client assets as of October 11, 2024, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells 