Wealth Enhancement Group, an independent wealth management firm that oversees approximately $26.40B in client assets*, has announced that 29 financial advisors from their Minnesota offices received the 2021 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. They have partnered with Twin Cities Business magazine and Mpls. St. Paul Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I am so proud of our Minnesota-based 2021 Five Star Wealth Manager award recipients. There are always eager to provide clients with the best possible advice, and this honor proves their commitment to excellence and success.”
2021 Minnesota Five Star Wealth Manager award recipients are:
- Edwina Allee, seven-year winner (2015-2021)
- Jacqueline Ampe, three-year winner (2019-2021)
- Margaret Beggs Towle, ten-year winner (2012-2021)
- Nick Beissel, ten-year winner (2012-2021)
- Michael Bishop, ten-year winner (2012-2021)
- Jennie Boland, five-year winner (2017-2021)
- Rob Burley, ten-year winner (2012-2021)
- Chad Essman, nine-year winner (2013-2021)
- Mike Hess, ten-year winner (2012-2021)
- Steve Hess, ten-year winner (2012-2021)
- Jeff Hockert, ten-year winner (2012-2021)
- Nick Kvamme, five-year winner (2017-2021)
- Ryan McKeown, six-year winner (2016-2021)
- Brent Muller, seven-year winner (2015-2021)
- Michele Newhouse, four-year winner (2018-2021)
- Mark Parrish, five-year winner (2017-2021)
- Bruce Santjer, ten-year winner (2012-2021)
- Ben Schaefer, ten-year winner (2012-2021)
- Dustin Smith, seven-year winner (2015-2021)
- Ken Smith, six-year winner (2016-2021)
- Bill Sukup, ten-year winner (2012-2021)
- Andrew Thelander, eight-year winner (2014-2021)
- Adam Weiland, nine-year winner (2013-2021)
- Justin Whiley, ten-year winner (2012-2021)
- Mark Williamson, six-year winner (2016-2021)
- Pat Wolfe, ten-year winner (2012-2021)
- Preston Koenig, first-year winner (2021)
- Bruce Helmer, nine-year winner (2012-2019,2021)
- Benjamin Hess, eight-year winner (2013-2019, 2021)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. 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 the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Michelle Kaplan, Senior Communications Specialist, Wealth Enhancement Group
631-777-1030
mkaplan@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $26.40B in client brokerage and advisory assets as of 12/31/2020.
**Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 11/01/15 for the period of 4/07/15 - 10/14/15. Awarded 12/01/14 for the period of 4/17/14 - 10/14/14. Awarded 12/01/13 for the period of 4/17/13 - 10/14/13. Awarded 12/01/12 for the period of 4/17/12 - 10/14/12. Awarded 11/01/11 for the period of 4/17/11 - 10/14/11.