Wealth Enhancement Group, an independent wealth management firm that oversees approximately $55.3 billion in client assets*, has announced that one of their financial advisors in the Los Angeles area 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 Los Angeles Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “It’s my pleasure to announce that Bruce Mandel of our Los Angeles office has been named a recipient of the 2022 Five Star Wealth Manager award. Bruce combines an energetic approach with decades of experience to help his clients work towards their long-term financial goals.”
2022 Los Angeles Five Star Wealth Manager award recipient:
· Bruce A. Mandel, eight-year winner (2012-2017, 2021-2022)
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 3,781 award candidates in the Los Angeles area were considered for the Five Star Wealth Manager award, only 4% of the award candidates were named 2022 Five Star Wealth Managers.
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, Senior Director of Communications and Brand, Wealth Enhancement Group
(763) 401-5396
mhabashy@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have $55.3 billion in client brokerage and advisory assets as of 1/31/2022.
**Awarded 12/01/21 for the period of 3/29/21 - 10/01/21. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20. Awarded 11/01/16 for the period of 2/25/16 - 10/24/16. Awarded 11/01/15 for the period of 5/22/15 - 10/16/15. Awarded 12/01/14 for the period of 5/22/14 - 10/16/14. Awarded 12/01/13 for the period of 5/22/13 - 10/16/13. Awarded 12/01/12 for the period of 5/22/12 - 10/16/12. Awarded 11/01/11 for the period of 5/22/11 - 10/16/11.