Wealth Enhancement Group, an independent wealth management firm that oversees approximately $6 billion in client assets*, has announced that all of its financial advisors in the Chicago area have been named as Five Star Wealth Managers for 2016.
Five Star Professional conducts research to help consumers with the decision of selecting a service professional; the company partnered with Chicago Magazine to recognize these professionals and name award winners.
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, 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 to be those individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We are delighted to once again congratulate Kevin Meehan, Todd Diven and Adria Meehan Siewert on being named 2016 Five Star Wealth Manager recipients. This recognition is a tremendous professional honor and we thank them for the level of commitment they have demonstrated in providing clients with the independent financial advice and quality service they deserve.”
“We are honored for this opportunity to be recognized by Five Star Professional,” said Regional President Kevin Meehan. “It’s exciting to see our entire advisory team receive the 2016 Five Star Wealth Manager award. We will continue to work hard to provide the best possible service and advice for our clients through our team-based approach.”
Over 3,400 candidates in the Chicago area were considered for the Five Star Wealth Manager award. Only 22% of them actually received the award.
The 2016 Five Star Wealth Manager award recipients from Wealth Enhancement Group in the Chicago area are:
- Four-year winner Kevin J. Meehan (2013-2016)
- Three-year winner Todd Diven (2013, 2015, 2016)
- Two-year winner Adria Siewert (2015, 2016)
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 specializes in providing retail clients with comprehensive expertise and resources that are typically available only to large institutional investors and the ultrawealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 14 offices in Minnesota, Iowa, Illinois, Connecticut and Texas.
For more information, please visit https://wealthenhancement.com/.
Brittney Anderson, Brand Coordinator, Wealth Enhancement Group
*as of 6/30/2016
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.