Wealth Enhancement Group has announced that 27 financial advisors from its Minnesota offices received the 2024 Five Star Wealth Manager Award. *
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. Five Star Professional joins forces with Mpls.St.Paul Magazine & Twin Cities Business to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "I am pleased to announce that 27 of our advisors in Minnesota have been named a 2024 Five Star Wealth Manager Award Winner. I congratulate these advisors on their commitment to excellence and recognize the teams working alongside them, driving success for their clients daily."
2024 Minneapolis Five Star Wealth Manager Award Recipients Are:
- Jacqueline Ampe, 6-year winner, 2019-2024
- Chris Okada, 3-year winner, 2022-2024
- Chad Essman, 12-year winner, 2013-2024
- Robert Burley, 13-year winner, 2012-2024
- Margaret Bliss Beggs Towle, 13-year winner, 2012-2024
- Dustin Smith, 10-year winner, 2015-2024
- Mark Williamson, 9-year winner, 2016-2024
- Jeff Hockert, 13-year winner, 2012-2024
- William Sukup, 13-year winner, 2012-2024
- Jennifer Boland, 8-year winner, 2017-2024
- Brent Muller, 10-year winner, 2015-2024
- Preston Koenig, 4-year winner, 2021-2024
- Nicholas C. Kvamme, 8-year winner, 2017-2024
- Mark Parrish, 8-year winner, 2017-2024
- Michael Bishop, 13-year winner, 2012-2024
- Benjamin Schaefer, 13-year winner, 2012-2024
- Bruce Helmer, 12-year winner, 2012-2019, 2021-2024
- Michele Lee Newhouse, 7-year winner, 2018-2024
- Edwina Allee, 10-year winner, 2015-2024
- Ryan McKeown, 9-year winner, 2016-2024
- Andrew Thelander, 11-year winner, 2014-2024
- Nicole A Webb, 8-year winner, 2015-2019, 2022-2024
- Michael Hess, 13-year winner, 2012-2024
- J. Benjamin Hess, 11-year winner, 2013-2019, 2021-2024
- Justin Whiley, 13-year winner, 2012-2024
- Paul Brahim, 11-year winner, 2013-2022, 2024
- Luther Hagen, 12-year winner, 2013-2024
About the Research Process
Candidates for the award are judged on 10 eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, assets under management, and the number of households served, among other factors. This award was issued on 12/1/23 by Five Star Professional (FSP) for the period 2/13/23 through 8/31/23. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of its clients. The firm continually seeks to perfect its craft of personalized financial planning with its team-based Roundtable™ and UniFi processes that go far beyond the standard approach. Wealth Enhancement proudly provides unique financial plans and investment management services to over 55,000 households from its over 100 offices - and growing - nationwide. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
*Awarded on 12/1/23 for the period 3/13/23 through 9/29/23. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/23, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.
