Brad Connors, CWS® named as a 2014 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 2014 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2014 Five Star Wealth Managers in more than 40 major markets. The 2014 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 2014 Five Star Wealth Managers is a select group, representing less than 7% 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.
Securities, advisory services, and insurance products are offered through Investment Centers of America, Inc.® (ICA), member FINRA, SIPC, a Registered Investment Advisor, and affiliated insurance agencies. ICA and iWealth are separate companies. The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment advisor or a registered investment advisor representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review. Please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s Complaint process; 4. Fulfilled their firm based review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 1,931 Minnesota/Minneapolis wealth managers were considered for the award; 844 (approximately 44% of the award candidates) were named Five Star Wealth Managers.