Five Star award winner Michael Aschberger AIF®, CRPC®, CRPS®

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2012-2013, 2015-2021, 2026

Professional Designations

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Degree Name: Accredited Investement Fiduciary (AIF®)

The AIF® designation represents a thorough knowledge of and ability to apply the fiduciary practices. AIF designees learn the practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. The AIF was named as one of the 10 most wanted financial designations by Financial Planning magazine. To be eligible for the AIF exam, a perspective candidate must earn a specific number of points based on the AIF metric. Once the metric is satisfied, the candidate is eligible to sit for the AIF exam.

College of Financial Planning

Degree Name:
Chartered Retirement Plan Specialist (CRPS®)

Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Degree Name:
Chartered Retirement Plan Specialist (CRPC®)

Awarded on behalf of the College for Financial Planning, individuals who hold the CRPC® designation have completed postgraduate units that encompass pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. Individuals must be able to synthesise complex concepts and apply theoretical concepts to real-life situations.

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This award was issued on 06/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 02/27/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1847 Milwaukee-area wealth managers were considered for the award; 153 (8% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,686, 171, 10%, 6/1/25, 9/18/24 - 2/28/25; 2024: 1,647, 178, 11%, 6/1/24, 9/12/23 - 3/29/24; 2023: 1,636, 173, 11%, 6/1/23, 9/12/22 - 3/31/23; 2022: 1523, 171, 11%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12.

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.