Wealth Enhancement Group has announced that six financial advisors from its Charlotte office 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. Five Star Professional joins forces with Charlotte Magazine to honor these professionals and recognize their achievements.  

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “We are excited to share that six advisors from our Charlotte office have received the Five Star Wealth Manager Award.  This award is a reflection of each advisor’s hard work and dedication to the industry, their clients, and their clients’ success.  We are proud that Brice, Kelly, Kevin, Kris, Bill, and Kellen are members of Wealth Enhancement Group’s team of advisors.”  

2023 Charlotte Five Star Wealth Manager award recipients are: 

• Brice Oldham, eight-year winner, (2016-2023) 
• Kelly Graves, six-year winner (2012-2014, 2016, 2020, 2023) 
• Kevin Bowyer, three-year winner (2012-2012, 2023) 
• Kristopher Carroll, nine-year winner (2012, 2015-2016, 2018-2023) 
• William Trahan, eleven-year winner, (2012-2016, 2018-2023) 
• Kellen Taylor, six-year winner, (2015, 2017, 2019-2021, 2023) 

About the Research Process 

Candidates for the award are judged on 10 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.  This award was issued on 8/1/23 by Five Star Professional (FSP) for the time period 10/10/22 through 5/5/23. 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 an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. 

Contact information: 

Marianne Gebhardt 

Integrated Marketing Communications Manager 

(704) 409-2589 | mgebhardt@wealthenhancement.com 

* This award was issued on 8/1/23 by Five Star Professional (FSP) for the time period 10/10/22 through 5/05/23.  Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. 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 - 10/16/19. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 11/01/15 for the period of 4/15/15 - 10/16/15. Awarded 12/01/14 for the period of 4/15/14 - 10/16/14. Awarded 12/01/13 for the period of 4/15/13 - 10/16/13. Awarded 12/01/12 for the period of 4/15/12 - 10/16/12. Awarded 11/01/11 for the period of 4/15/11 - 10/16/11.