MINNEAPOLIS (12/31/18)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $9.6 billion in client assets*, has announced that six financial advisors from their Chicagoland offices received the 2018 Five Star Wealth Manager award.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Chicago Magazine to recognize these professionals and highlight their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We’re proud to have all six of our Chicagoland financial advisors receive the 2018 Five Star Wealth Manager award. These teams continuously show dedication to finding ways to help clients simplify their financial lives and work toward their financial goals.”
Kevin Meehan, Regional President, said “Receiving the Five Star Wealth Manager award is truly an indicator of how hard our teams work to discover our clients’ financial needs and enact a comprehensive, compassionate plan that alleviates some of the pressure and anxiety of planning for their financial future.”
2018 Chicagoland Five Star Wealth Manager award recipients are:
- Kevin Meehan, seven-year winner (2012-2018)
- Todd Diven, five-year winner (2013, 2015-2018)
- Adria Meehan Siewert, four-year winner (2015-2018)
- Stephen P. O Hara, six-year winner (2012-2014, 2016-2018)
- Joel Fliegel, five-year winner (2012, 2013, 2016-2018)
- Dustin Obhas, four-year winner (2015-2018)
About the Research Process
Candidates for the award are judged on ten 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. 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.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices in Minnesota, Iowa, Wisconsin, Illinois, Pennsylvania, Connecticut, New York, Florida and Texas.
*as of 12/31/18
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services nationwide. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.