Awards for Kuring Team

2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.

  1. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  2. Awarded 6/16/26 for the period June 2026–June 2027.
  3. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.