Five Star Professional Recognizes Bob Sponseller, ChFC®, of Cornerstone Financial Group as a 2015 Five Star Wealth Manager Award Winner

Share Article

Bob Sponseller, ChFC®, named one of Cincinnati’s outstanding wealth managers.

Bob Sponseller

In a nutshell, I help families build and maintain a comprehensive investment and estate plan that is consistent with their core values and long-term goals.

“I would like to thank all of my clients for the trust and faith they have placed in me over the last 24 years. It is an honor to partner with my clients to steward the hard-earned assets they have spent a lifetime building,” says Bob.

Bob Sponseller, ChFC®, Cornerstone Financial Group, is featured in a special section of the October issue of Cincinnati Magazine as a 2015 Five Star Wealth Manager award winner.

Five Star Professional partnered with Cincinnati Magazine to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.

“In a nutshell, I help families build and maintain a comprehensive investment and estate plan that is consistent with their core values and long-term goals. I entered this profession because I have a passion for investments, economics, teaching, coaching and serving others. This profession affords me an excellent opportunity to simultaneously engage in all of those activities,” says Bob Sponseller, ChFC®, of Cornerstone Financial Group.

The 2015 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.

Bob Sponseller’s Five Star award profile can be viewed here.

4565 East Galbraith Road, Suite B | Cincinnati, OH 45236 Tel: 513-924-3350 x17 | Toll Free: 800-890-7258 x17 | Fax: 513-924-3351. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRS/SIPC, a Registered Investment Advisor. Fixed Insurance products and services offered by Cornerstone Financial Group is separate and unrelated to Commonwealth.

Disclosure:

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their 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.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,667 Cincinnati wealth managers were considered for the award; 427 (approximately 26 percent of award candidates) were named 2015 Five Star Wealth Managers.

*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

For research methodology information visit http://www.fivestarprofessional.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Five Star Professional Representative

Bob Sponseller
Visit website