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Cincinnati Five Star award winner
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Edward Kuresman
Chief Investment Officer
Madison Wealth Management
2022 Five Star
Wealth Manager
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Twelve-Year Winner
PROFESSIONAL PROFILE

Edward Kuresman
Chief Investment Officer
Madison Wealth Management
513-871-4555
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2012-2020
  • Forty Under Forty Class of 2014


RESOURCES

Why Chartered Financial Analysts Measure Up

This award was issued on 9/1/22 by Five Star Professional (FSP) for the time period 01/3/2022 through 07/1/2022. 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.1,585 Cincinnati-area wealth managers were considered for the award; 230 (15% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 1357, 216, 16%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1406, 216, 15%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1371, 238, 17%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1413, 239, 17%, 9/1/18, 12/20/17 - 7/19/18; 2017: 985, 288, 29%, 9/1/17, 12/21/16 - 6/29/17; 2016: 918, 368, 40%, 8/1/16, 2/10/16 - 7/25/16; 2015: 1667, 427, 26%, 9/1/15, 2/10/15 - 7/25/15; 2014: 2082, 483, 23%, 9/1/14, 2/10/14 - 7/25/14; 2013: 1367, 509, 37%, 9/1/13, 2/10/13 - 7/25/13; 2012: 1265, 477, 38%, 9/1/12, 2/10/12 - 7/25/12.
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Five Star Wealth Managers by Cincinnati Magazine: Five Star Professional has partnered with Cincinnati Magazine to help consumers find wealth managers and investment professionals in their area. A research process is used to identify a broad population of candidates. The award is based on 10 objective criteria: 1) Credentialed as a RIA or RIA rep 2) Actively licensed as an RIA or as a principal of an RIA firm for minimum of 5 years 3) Favorable regulatory and complaint history review 4) Fulfilled firm review based on internal standards 5)Accepting new clients 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. Five Star Winners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award does not evaluate quality of services provided to clients, and is not indicative of the wealth manager’s future performance. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The list of Five Star Wealth Manager’s is not an endorsement of the wealth manager by Five Star Professional, and does not constitute a client testimonial. Working with a Five Star Manager is no guarantee of future success, and there is no guarantee this manager will receive the award in the future. 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
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.