2013 Chicago Five Star Wealth Managers Announced

July 30, 2013 Blog


Area Wealth Managers Qualify for Award Based on Research

Minneapolis, July 2013 – Five Star Professional has named the Chicago area recipients of the 2013 Five Star Wealth Manager award. The award winners appear in a special section in the November issue of Chicago magazine. James W. Lohse of Independence Capital Financial Partners is a recipient of this award for the second year.

Five Star Professional partnered with Chicago magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than three percent of the 31,100 wealth managers in the Chicago area were selected.

Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 519 registered financial services professionals and all identified financial service companies in the Chicago area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.

Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.fivestarprofessional.com

Third Party ranking & recognition from rating services or publications are not indicative of past or future investment performance.