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Eight Wealth Enhancement Group Teams Named 5-Star Wealth Managers

Minneapolis, MN (October 29, 2007) – Nine Wealth Managers from eight different teams at Minneapolis-based Wealth Enhancement Group were the recipients of the “5-Star Wealth Manager” designation to be featured in the January issue of Minneapolis-St. Paul Magazine.

The criteria the wealth managers were evaluated on included: Customer Service, Integrity, Knowledge, Value for fee charged, Meeting of financial objectives, and Overall satisfaction, among others. The nominations are consistent with Wealth Enhancement Group’s values; the company prides itself on providing superior customer service and believes in constantly striving to improve the lives of its clients. Evaluations were received from surveys mailed to 46,000 residents of the Twin Cities. Eight of Wealth Enhancement Group’s 10 metro-area teams were chosen:

  1. Peg Webb (Southern Metro Team)
  2. Steve Hess (Hess Edina Team)
  3. Bud Pappas (Oakdale Team)
  4. Jeff Dekko (Dekko/Beethe Team)
  5. John Castino (Castino-Santjer-Beissel Team)
  6. Bruce Santjer (Castino-Santjer-Beissel Team)
  7. Morgan Schleif (Schleif Team)
  8. Bruce Helmer (Helmer Team)
  9. Pat Wolfe (Wolfe Team)

“Our team feels honored to be included in the list of 5-Star Wealth Managers. We work hard for our clients, and it’s nice to be nominated by them and know that our dedication is appreciated” said Helmer of the nomination. Helmer acts as Wealth Enhancement Group’s President and host of the “Your Money” radio show on WCCO.

About Wealth Enhancement Group:
Wealth Enhancement Group is a Minneapolis, Minnesota based financial planning and advisor services firm. The firm specializes in financial, retirement, estate and tax planning. The firm also offers insurance and mortgage services and investment advisory services; securities are offered through Linsco/Private Ledger. Member FINRA/SIPC. Wealth Enhancement Group has 123 employees and 12 offices in Minnesota, Iowa, and North Dakota.

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