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WEALTH ENHANCEMENT GROUP LISTED AS THE INDEPENDENT FINANCIAL PLANNING FIRM WITH THE MOST FIVE STAR WEALTH MANAGERS IN MINNESOTA

 

MINNEAPOLIS (January 26, 2012)—Wealth Enhancement Group, one of the Midwest’s most well-respected financial planning firms, is pleased to announce that 15 of the firm’s wealth management advisors – representing the majority of its Twin Cities metro area advisors – were named “Five Star Wealth Managers” by Five Star Professional. This nomination also recognizes Wealth Enhancement Group as the independent financial planning firm with the most Five Star Wealth Managers in Minnesota. The complete listing of the 2012 FIVE STAR Wealth Managers is published in the January issue of Twin Cities Business and Mpls.St.Paul Magazine.

“While 15 Wealth Enhancement Group advisors were recognized with this award, it’s a broader reflection of our entire team of specialists – the Roundtable – that drives success for our clients every day,” said Bruce Helmer, co-founder of Wealth Enhancement Group, host of “Your Money” and author of Money and the People You Love.

“As an independent, team-based financial planning firm, our purpose is to improve the lives of our clients by providing them with the best financial advice we can give them for their unique situation, and this honor we’ve received for five straight years further demonstrates the guiding principles our firm was built on,” said Jeff Dekko, chief executive officer for Wealth Enhancement Group.

Dekko added, “We work in close partnership with our clients to build their financial plan by learning and understanding their personal values. It’s called Values-Driven Planning. This approach helps our clients make the best possible decisions based on their values. It’s never about transactions; it’s about financial management preserving, growing and managing their wealth for the long term.”

Twin Cities Business and Mpls.St.Paul Magazine, along with Five Star Professional, partnered together to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

To be considered for the Five Star Wealth Manager award, a wealth manager must have been identified through research conducted with peers, firms and consumers. Five Star Professional relied on internal and external research data, including a survey to more than 28,000 high net worth consumers, 8,730 registered financial services professionals and 3,040 local financial service companies registered with FINRA or the SEC.

Wealth Enhancement Group advisors have earned the Five Star honor each year of the last five years. The 2012 Five Star Wealth Manager award includes individuals with more than five years of experience and represents only the top seven percent of wealth managers in the area. Wealth Enhancement Group continues to solidify its reputation as a trusted, credible financial establishment in the state of Minnesota and beyond.
The following are the Wealth Enhancement Group advisors who have received the 2012 FIVE STAR Wealth Manager award:

-Margaret Beggs-Towle
-Nick Beissel
-Mike Bishop
-Robert Burley
-Kathryn Dangers
-Bruce Helmer
-Michael Hess
-Steve Hess
-Jeff Hockert
-Brandon Navara
-Bruce Santjer
-Ben Schaefer
-Bill Sukup
-Justin Whiley
-Pat Wolfe

For more information about the FIVE STAR Wealth Managers program, please visit www.wealthenhancement.com.

The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

About Wealth Enhancement Group
Wealth Enhancement Group is one of the most well-respected financial consulting firms in the Upper Midwest. Since the mid-1990s, clients have entrusted Wealth Enhancement Group with more than $2.5 billion in assets because of their team approach to financial planning, their independence, and their commitment to long-term client relationships. Securities are offered through LPL Financial, Member FINRA/SIPC. Advisory Services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Wealth Enhancement Group has 12 offices in Minnesota and Iowa.

 

 

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