Shelly A. Wiemann, CFP®
BUSINESS News:
Shelly A. Wiemann, CFP®, located at Wiemann Wealth, 2101 Trinity Drive Suite T., was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Women Wealth Advisors.
The list, which recognizes women advisors from national, regional and independent firms, was released online Feb. 4, 2026.
The 2026 Forbes ranking of Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. This ranking is based upon the period from June 30, 2024 to June 30, 2025 and was released on Feb. 4, 2026.
Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 51,403 nominations, 2,852 women 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. Compensation is provided for using the rating.
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 visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
To reach Shelly A. Wiemann, CFP®, more information can be found at www.WiemannWealth.com or by calling 505.500.8428.
About Forbes Best-in-State Women Wealth Advisors
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from June 30, 2024 to June 30, 2025 and was released on Feb. 4, 2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.77 trillion as of Dec. 31, 2025. Additional information is available at raymondjames.com. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2026 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wiemann Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is a registered trademark of Raymond James Financial, Inc.