2013 Twin Cities Five Star Wealth Managers
As seen in the MPLS.ST PAUL MAGAZINE and TWIN CITIES BUSINESS, January 2013.
There are more than 6,200 registered financial services professionals in the Twin Cities and less than 5% of the wealth managers receive this annual award, many receiving it multiple years. Here is a great resource for you to research and find someone to help you.
“Don’t listen to other people. Investigate for yourself. Be wary of advisors who say they never had a down year.”
Research Overview: Wealth Managers
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the market area to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Headquartered in Eden Prairie, MN., SaveNotes, LLC provides a unique alternative to stocks, bonds and CD’s by providing fixed income with high return, while remaining easy to invest.
SaverNotes pays interest to its investors based on a variety of available investment amounts and maturity dates. SaverNotes have no fees or expenses and are available for any Minnesota investor. Current rates range from 3.00% to 6.00% based on terms of two to five years. Investors can also invest through their IRA account.