Broker Check


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  

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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.

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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.

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582nd Largest RIA in US 2017

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

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