Awards for MACRO Team

2025

Five Star Wealth Manager (2025)

Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/24 for the period 03/13/24 - 10/7/24.

2024

Five Star Wealth Manager (2024) – Twin Cities

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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023)

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 12/01/22 for the period of 3/21/22 - 10/18/22.

2022

Five Star Wealth Manager (2022)

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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21.

2021

Five Star Wealth Manager (2021) – Twin Cities

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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

2020

Five Star Wealth Manager (2020)

Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19.

2019

Five Star Wealth Manager (2019)

Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18.

2018

Five Star Wealth Manager (2018)

Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17.

2017

Five Star Wealth Manager (2017)

Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16.

  1. Awarded 9/1/26 for the period 11/14/25 - 6/10/26.
  2. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
  3. Awarded 9/1/25 for the period 11/14/24 - 6/10/25.
  4. Awarded 2/11/25 for the time period of 9/30/23 to 9/30/24.
  5. Awarded on 2/10/2025 for the ranking year 2025.
  6. Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/24 for the period 03/13/24 - 10/7/24.
  7. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
  8. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  9. 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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  10. Awarded 9/1/23 for the period 11/14/22 through 5/31/23.
  11. 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 12/01/22 for the period of 3/21/22 - 10/18/22.
  12. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22.
  13. 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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21.
  14. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21.
  15. 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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
  16. Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19.
  17. Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18.
  18. Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17.
  19. Award is 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 the Five Star Wealth Managers. Research conducted by Five Star Professional. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16.