Accolades & Recognition

2019 OnWallStreet
TOP 40 ADVISORS UNDER 40

MIKE KANNER

AMERICA’S NEXT GEN
ADVISORS 2018

MIKE KANNER

1. The Forbes ranking of 2019 Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisors future performance, is not and endorsement, and may not be representative of an individual client 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.
2. 2019 Each year On Wall Street ranks the highest-producing advisors in wealth management who are under 40. All were 39 or younger as of Dec. 31. 2018, and employed at a regional broker-dealer.  Production and AUM figures are as of Sep. 30.2018. the ranking may not be representative of any one clients experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James. 
3. 2019 SHOOK Research considered advisors born in 1980 or later a minimum of 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and a=risk tolerances vary, and advisors rarely have audited performance reports. Ratings are based on the opinions of SHOOK Research, LLC. Neither SHOOK or Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research LLC. This ranking is not indicative of advisors future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the finals list in 2019. For more information see www.SHOOKresearch.com 

2018 SHOOK Research considered advisors born in 1980 or later a minimum of 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and a=risk tolerances vary, and advisors rarely have audited performance reports. Ratings are based on the opinions of SHOOK Research, LLC. Neither SHOOK or Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research LLC. This ranking is not indicative of advisors future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com