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Profile
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Comprehensive wealth management solutions |
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Highly personalized service and expert advice |
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Long history of company financial strength and stability since 1863 |
We are proud of our Five Star Wealth Managers. They represent a larger team of wealth management professionals who help individuals and families build, manage, preserve and transfer their wealth. Whether you are in the early stages of a successful career or reaping the rewards of hard work, our financial experts work closely with you to address your complex financial needs. The Private Client Group and U.S. Bancorp Investments, Inc./U.S. Bancorp Insurance Services, LLC provides you with sophisticated wealth management strategies, exceptional advice and personalized service.
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Areas of Focus
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Investment products are not a deposit, are not FDIC insured, are not guaranteed by the bank, may lose value and are not insured by any federal government agency. Investment products and services are offered through U.S. Bancorp Investments, Inc. member FINRA and SIPC, an investment adviser and brokerage subsidiary of U.S. Bancorp and an affiliate of U.S. Bank. To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients. The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. 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. The Five Star Award is not indicative of the wealth managers’ future performance. 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, Minneapolis-St. Paul Magazine or Twin Cities Business.
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
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