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To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must be nominated by either a peer or by their firm. In the case of representatives of U.S. Bancorp Investments, nominations are made by either the individual's Region or Division Manager. Nominees were then evaluated using a list of 10 objective criteria and feedback from consumer surveys. Consumer surveys are promoted via local advertising, through the Five Star Professional website and by Five Star Professional contacting households identified as having a high propensity to use the services of wealth managers. Those wealth managers who satisfy the criteria were named a Five Star Wealth Manager. Find full measurement formulas and information on www.fivestarprofessional.com. 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, but may pay for licensed use of the Five Star emblem and award. 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 manager's 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 or St. Louis Magazine.

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Five Star Professional 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 St. Louis area (includes Clinton, Madison, Monroe and Saint Clair counties in the state of Illinois; and Benton, Crawford, Franklin, Greene, Jefferson, Lincoln, Madison, Saint Charles, Saint Clair, Saint Louis and Warren counties in the state of Missouri) 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 2013 Five Star Wealth Managers to be no more than 7% of the approximately 17,700 wealth managers in the area. 1,720 award candidates in the St. Louis area were considered for the award, of which 485 were named 2013 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 or St. Louis Magazine.
- 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