Broker Check

Granite Financial Group, LLC - Brookfield, WI

175 N. Patrick Boulevard
Suite 170
Brookfield, WI 53045-5857

Call Us: 262-792-1111

Accolades

Five Star Wealth Manager 2012, 2013, 2014, 2015,          2016 & 2017

NABCAP Premier Wealth Advisor 2011 & 2012

582nd largest RIA in the United States 2017  


Image result for five star wealth management 2017 award image gallery

Five Star Wealth Manager

The 2017 Five Star Wealth Manager award is presented to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with outstanding work. 1,148 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 237 (approximately 21 percent of the award candidates) were named 2017 Five Star Wealth Managers.

Learn more at www.fivestarprofessional.com.

NABCAP Premier Wealth Advisor

NABCAP is a non-profit organization that selects a yearly list of top investment advisory practitioners. The primary focus of the Board of Directors is to serve the needs of the investing public. Their multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. Comprehensively evaluating and validating twenty categories within a financial advisory practice distinguishes the process. NABCAP's methodology is unique in deciphering advisors because it is primarily objective not subjective.

Learn more at www.nabcap.org.

582nd Largest RIA in US 2017

Financial Advisor Magazine July 2017 issue. Discretionary and nondiscretionary AUM reported on Form ADV.

Learn more at www.fa-mag.com.