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Forbes Lists
About Dan Gieseke
The description above is provided by Dan.
Dan Gieseke's Awards
2024
Forbes’ Best-In-State Wealth Management Teams
2023
Forbes’ Best-In-State Wealth Advisors
2023
Forbes’ Best-In-State Top Next-Gen Wealth Advisor
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period
from 3/31/22-3/31/23.
2017-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-
State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000
Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com
(Awarded 2017-2023). Data compiled by SHOOK Research LLC based on 12-month period
concluding in Mar of the year the award was issued.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time
period from 6/30/21 - 6/30/22.
Awards Disclosures | Morgan Stanley
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC.
Member SIPC. CRC 6214017 01/24
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period
from 3/31/22-3/31/23.
2017-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-
State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000
Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com
(Awarded 2017-2023). Data compiled by SHOOK Research LLC based on 12-month period
concluding in Mar of the year the award was issued.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time
period from 6/30/21 - 6/30/22.
Awards Disclosures | Morgan Stanley
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC.
Member SIPC. CRC 6214017 01/24