Brad Connors, CWS® named as a 2013 Five Star Wealth Manager

by | Jan 3, 2013 | Press Releases

Brad Connors, CWS® named as a 2013 Five Star Wealth Manager.  The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. Five Star Professional conducted research to determine the wealth managers in the Twin Cities area who provide quality services to their clients. As part of the research process for the 2013 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2013 Five Star Wealth Managers in more than 40 major markets. The 2013 Five Star Wealth Manager award process includes:

  • Nominations by peers and firms: Wealth managers, including financial planners and advisors, CPAs and estate planning attorneys, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.
  • Objective selection process for nominated wealth managers: Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.
  • Regulatory and consumer complaint process: Feedback from consumer surveys will augment a regulatory history review.
  • Firm review: Firms will have the option to provide input on nominees from their firm, regardless of nomination source.

The resulting list of 2013 Five Star Wealth Managers is a select group, representing less than seven percent of the wealth managers in the Twin Cities area. Now Mpls.St.Paul Magazine, Twin Cities Business and Five Star Professional have teamed up to announce the winners in a special advertising section of their January magazines.

Brad Connors has been an investment representative since 1994 and advises individuals, corporations, and institutional investors.  Maintaining clients’ trust and taking the time to understand their individual needs is Brad’s top priority.  Brad’ office is located at 213 15th Ave NE, Waseca, MN 56093 and he can be reached by phone at 507-835-9111.  Please visit www.iwealth4me.com to view Brad’s eight custom videos that help describe the iWealth difference.