Wealth Enhancement Group has announced that 30 financial advisors from their Minnesota offices received the 2023 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’d like to congratulate all 30 of the 2023 Five Star Wealth Manager award recipients based in Minnesota and to highlight the eleven advisors being recognized for the 12th year. This achievement is an honor for each of these advisors and demonstrates their commitment to providing quality advice to clients. It is also a reflection of the team that works diligently alongside our advisors every day.”
2023 Minnesota Five Star Wealth Manager award recipients are:
- Edwina Allee, nine-year winner (2015-2023)
- Jacqueline Ampe, five-year winner (2019-2023)
- Margaret Beggs Towle, 12-year winner (2012-2023)
- Nick Beissel, 12-year winner (2012-2023)
- Michael Bishop, 12-year winner (2012-2023)
- Jennie Boland, seven-year winner (2017-2023)
- Rob Burley, 12-year winner (2012-2023)
- Chad Essman, 11-year winner (2013-2023)
- Bruce Helmer, 11-year winner (2012-2019, 2021-2023)
- Ben Hess, 10-year winner (2013-2019, 2021-2023)
- Mike Hess, 12-year winner (2012-2023)
- Steve Hess, 12-year winner (2012-2023)
- Jeff Hockert, 12-year winner (2012-2023)
- Preston Koenig, three-year winner (2021-2023)
- Nick Kvamme, seven-year winner (2017-2023)
- Ryan McKeown, eight-year winner (2016-2023)
- Brent Muller, nine-year winner (2015-2023)
- Michele Newhouse, six-year winner (2018-2023)
- Chris Okada, two-year winner (2022-2023)
- Mark Parrish, seven-year winner (2017-2023)
- Bruce Santjer, 12-year winner (2012-2023)
- Ben Schaefer, 12-year winner (2012-2023)
- Dustin Smith, nine-year winner (2015-2023)
- Ken Smith, eight-year winner (2016-2023)
- Bill Sukup, 12-year winner (2012-2023)
- Andrew Thelander, 10-year winner (2014-2023)
- Nicole Webb, seven-year winner (2015-2019, 2022-2023)
- Adam Weiland, 11-year winner (2013-2023)
- Justin Whiley, 12-year winner (2012-2023)
- Mark Williamson, eight-year winner (2016-2023)
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. While 4,080 award candidates in the Twin Cities area were considered for the Five Star Wealth Manager award, only 16% of the award candidates were named 2023 Five Star Wealth Managers.
This award was issued on December 1, 2022 by Five Star Professional for the time period of March 14, 2022 through October 18, 2022. 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. 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 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 experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Joanna Ehresman, SVP, Corporate Communications & Advisor Enablement
jehresman@wealthenhancement.com
* Awarded 12/01/22 for the period of 3/14/22 - 10/18/22. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. 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.