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Recognition

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Nick Ignatowski, Mike Taylor & Cory Graves are 2016 Five Star Wealth Manager Award Winners.

Determination of Five Star Award Winners

  1. Credentialed as an investment advisory representative or a registered investment advisor.

  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.

  3. Favorable regulatory and complaint history review.

  4. Fulfilled their firm review based on internal firm standards.

  5. Accepting new clients.

  6. One-year client retention rate.

  7. Five year client retention rate.

  8. Non-institutional discretionary and/ or non-discretionary client assets administered.

  9. Number of clients per household served.

  10. Education and professional designations.

Research Disclosures

  • Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.

  • The Five Star award is not indicative of the wealth managers future performance.

  • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.

  • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be considered as an endorsement of the wealth manager by Five Star professional or Milwaukee Magazine.

  • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

  • Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice.For more information on the Five Star award and the research / selection methodology, go to www.fivestarprofessional.com

  • 923 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 370 (approximately 41 percent of the award candidates) were named 2016 Five Star Managers.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck