Wealth Enhancement Group has announced that six financial advisors from their Chicago offices received the 2022 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 Chicago Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I’d like to recognize the 2022 Five Star Wealth Manager award recipients located in the Chicago area. This award reflects the advisors’ dedication to identifying the financial needs of their clients and crafting a comprehensive financial plan to help simplify their financial lives. Congratulations to these six award-winning advisors.”
2022 Chicago Five Star Wealth Manager award recipients are:
- William Buhr, one-year winner (2022)
- Todd Diven, nine-year winner (2013, 2015-2022)
- Joel Fliegel, nine-year winner (2012-2013, 2016-2022)
- Kevin Meehan, 11-year winner (2012-2022)
- Adria Meehan Siewert, eight-year winner (2015-2022)
- Dustin Obhas, eight-year winner (2015-2022)
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 4,912 award candidates in the Chicago area were considered for the Five Star Wealth Manager award, only 8% of the award candidates were named 2022 Five Star Wealth Managers.
This award was issued on October 1, 2022 by Five Star Professional for the time period of January 24, 2022 through July 29, 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:
Maggie Habashy, Director of Communications and Brand, Wealth Enhancement Group
(763) 401-5396
mhabashy@wealthenhancement.com
*Awarded 10/01/22 for the period of 1/24/22 - 7/29/22. Awarded 10/01/21 for the period of 12/28/20 - 8/06/21. Awarded 10/01/20 for the period of 1/06/20 - 8/07/20. Awarded 10/01/19 for the period of 1/07/19 - 8/09/19. Awarded 10/01/18 for the period of 1/12/18 - 8/17/18. Awarded 10/01/17 for the period of 12/16/16 - 8/03/17. Awarded 9/01/16 for the period of 2/26/16 - 8/19/16. Awarded 10/01/15 for the period of 2/04/15 - 8/03/15. Awarded 10/01/14 for the period of 2/04/14 - 8/03/14. Awarded 10/01/13 for the period of 2/04/13 - 8/03/13. Awarded 10/01/12 for the period of 2/04/12 - 8/03/12.