 |
|
|
Helping to provide financial freedom through comprehensive financial advice, customized solutions and sound management strategies.
 |
Thirty-two years' financial services industry experience. Licensed Certified Financial Planner (TM), CFP(R) licensee since 1992. |
|
Advanced studies in divorce planning completed in 2005, specifically designed to help individuals financially transition through divorce. |
As part of the Kiefer-Shutes Group's wealth management process, we believe in proactive communication and will keep you updated on the progress of your evolving financial life. Our role as financial advisors is to facilitate the process to create the financial steps that help you make sense of your finances, sometimes through difficult situations. We understand that change is never easy. That is why we will not only remain dedicated to assisting you through every financial step, we will honor the decisions that are most important to you and your family...helping you move forward toward your goals.
|
Areas of Focus
| | | Financial Planning |
|
Map
Click and drag
|
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/SIPC/FINRA.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/SIPC/FINRA.
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 Twin Cities area (includes Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, Sherburne, Washington and Wright counties in the state of Minnesota; and Pierce and St. Croix counties in the state of Wisconsin) 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. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 16,500 wealth managers in the area. 1,256 award candidates in the Twin Cities area were considered for the award, of which 624 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Mpls.St.Paul Magazine or Twin Cities Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|