Five Star award winner Michael J. Boosel, CFP®

PROFESSIONAL PROFILE

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Michael J. Boosel, CFP^®

Managing Director - Private Wealth Management

Robert W. Baird & Co

555 N Point Center E Ste 500

Alpharetta, GA 30022

Office: 678-762-3015

mboosel@rwbaird.com
www.thebooselgroup.com

Professional Approach

Mike has more than 28 years of experience in the financial services industry. His practice specializes in aligning his clients financially with their most important life goals. His planning-based approach to wealth management begins with a solid understanding of his clients’ specific goals and objectives. He then balances clients expected returns with their individual tolerance for risk to select the proper components for a customized financial solution.

A graduate of Miami University (Oxford, Ohio), Mike worked as a Vice President at Morgan Stanley for over 13 years, and then joined Baird as a Senior Vice President in 2005.

In May of 2006, Mike won the G. Frederick Kasten, Jr. Private Client Group Award for superior client service. This award recognizes one Baird associate each year who has gone above and beyond in service to clients and who continually strives to improve service on behalf of the whole team. This award is among the highest honors presented at Baird.

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and in 2007, he completed Baird’s Investment Consultant Program at the University of Chicago Graduate School of Business, and earned the designation of Senior Investment Consultant.

Mike was promoted to Managing Director in 2014. He also achieved the distinction of being selected in Baird’s “Top Ten” from 2010-present, representing the top 10% of advisors at Baird. He has been selected to Baird’s President’s Club from 2005-2011 and Baird’s Chairman’s Club in 2012-2019. From 2018-2020, Mike was recognized by FORBES magazine as a Best-In-State wealth advisor and his team, The Boosel Group, was recognized with Baird’s “Influential Team” award in 2018.

Mike has also has served on Baird’s Financial Advisor Advisory Council (FAAC), providing leadership in helping Baird more effectively meet the sophisticated needs of advisors and clients.

Mike has been married to his wife Tina for 20 years and has a seventeen-year-old son. He is active member of Antioch Christian Church, a golfer, and is an approved and certified teaching instructor with Retirement Planning Fundamentals. As such, he regularly teaches adult education courses on retirement planning and personal finance in the north Atlanta area.

See Accomplishments

This award was issued on 9/1/20 by Five Star Professional (FSP) for the time period 12/23/2019 through 07/10/2020. 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. 3314 Atlanta-area wealth managers were considered for the award; 268 (8% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.

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.