Wealth Enhancement Group, an independent wealth management firm that oversees approximately $9.6 billion in client assets*, has announced that 31 financial advisors from their Minnesota offices received the 2019 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, “It is with great pride that we announce the 31 Minnesota financial advisors who were selected to receive the 2019 Five Star Wealth Manager award. These individuals have an unwavering commitment to their clients and work diligently to help ensure each client has a clear, actionable plan to work toward their financial goals.”
2019 Minnesota Five Star Wealth Manager award recipients are:
- Beth Abrahamson, two-year winner (2018 & 2019)
- Edwina Allee, five-year winner (2015-2019)
- Jacqueline Ampe, 2019 winner
- Margaret Beggs Towle, eight-year winner (2012-2019)
- Nick Beissel, eight-year winner (2012-2019)
- Michael Bishop, eight-year winner (2012-2019)
- Jennie Boland, three-year winner (2017-2019)
- Rob Burley, eight-year winner (2012-2019)
- Chad Essman, seven-year winner (2013-2019)
- Amanda Gardner, 2019 winner
- Bruce Helmer, eight-year winner (2012-2019)
- Ben Hess, seven-year winner (2013-2019)
- Mike Hess, eight-year winner (2012-2019)
- Steve Hess, eight-year winner (2012-2019)
- Jeff Hockert, eight-year winner (2012-2019)
- Nick Kvamme, three-year winner (2017-2019)
- Ryan McKeown, four-year winner (2016-2019)
- Brent Muller, five-year winner (2015-2019)
- Michele Newhouse, two-year winner (2018 & 2019)
- Mark Parrish, three-year winner (2017-2019)
- Bruce Santjer, eight-year winner (2012-2019)
- Ben Schaefer, eight-year winner (2012-2019)
- Morgan Schleif, five-year winner (2015-2019)
- Dustin Smith, five-year winner (2015-2019)
- Ken Smith, four-year winner (2016-2019)
- Bill Sukup, eight-year winner (2012-2019)
- Andrew Thelander, six-year winner (2014-2019)
- Adam Weiland, seven-year winner (2013-2019)
- Justin Whiley, eight-year winner (2012-2019)
- Mark Williamson, four-year winner (2016-2019)
- Pat Wolfe, eight-year winner (2012-2019)
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 across 40 states. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has 21 offices in Minnesota, Iowa, Wisconsin, Illinois, Connecticut, New York, Pennsylvania, Texas and Florida.
*as of 12/31/18
**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.