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Follow on Google News | Ten Brookfield, Wis., Ameriprise Financial Advisors Receive 2014 Five Star Wealth Management AwardFive Star honor awarded to less than 7 percent of wealth managers in region
By: Ameriprise Financial Receiving the Five Star Wealth Management honor are first-year winners Katie Braun, Jeff Loiselle and Yvette Stewart, CRPC®; two-year winner Barb Donaldson, CRC®; three-year winners Bob DiDonato, CIMA®, and Brian Faracy; and four-year winners Gary Dunco, CFA®, CFP®, CRPC®, APMA®, Tom Hille, CFP®, Christine King, CFP®, CRPC®, CDFA, and Sarah Oberhofer, MBA. To receive the 2014 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. As financial advisors with Ameriprise Financial, these 10 professionals focus on helping their clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Ameriprise Financial at 16650 W. Bluemound Road, Suite 800, Brookfield, or by phone at (262) 785-1010. About the research process: The FIVE STAR Wealth Manager Program (“Program”) Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. © 2015 Ameriprise Financial, Inc. All rights reserved. End
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