Awards for Warren Team

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 the 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.

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)

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 the 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20.

2020

Five Star Wealth Manager (2020) – 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 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.

2019

Five Star Wealth Manager (2019)

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 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/26/18 - 10/16/18.

2018

Five Star Wealth Manager (2018)

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 2018 FIVE STAR Wealth Managers. Awarded 12/01/17 for the period of 3/23/17 - 10/13/17.

  1. Awarded 9/26/26 for the period September 2026-September 2027.
  2. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  3. Awarded 6/16/26 for the period June 2026–June 2027.
  4. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  5. Awarded 9/26/25 for the one-year period of September 2025-September 2026.
  6. Awarded 8/6/25 for the period 3/31/24-3/31/25.
  7. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  8. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  9. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
  10. Awarded 8/8/2024 for the time period of 12/31/22 - 12/31/23.
  11. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  12. Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
  13. Awarded 6/20/23 for the period of 12/31/21 - 12/31/22.
  14. 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.
  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 the 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.
  16. 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.
  17. 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 the 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20.
  18. 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 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.
  19. 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 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/26/18 - 10/16/18.
  20. 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 2018 FIVE STAR Wealth Managers. Awarded 12/01/17 for the period of 3/23/17 - 10/13/17.