Five Star Wealth Manager 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 & 2020
NABCAP Premier Wealth Advisor 2011 & 2012
582nd largest RIA in the United States 2017
Five Star Wealth Manager
The 2020 Five Star Wealth Manager award is presented to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with outstanding work. 1,092 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 172 (approximately 16 percent of the award candidates) were named 2019 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.