Thank you! This award is an honor to receive again this year! It is a humble reminder of the trust and confidence my clients place in me.
Indianapolis, IN (PRWEB) August 30, 2016
David Weidmayer, CFP®, Weidmayer Wealth Solutions, LLC is featured in a special section of the October issue of Indianapolis Monthly as a 2016 Five Star Wealth Manager award winner.
Five Star Professional partnered with Indianapolis Monthly to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.
“Thank you! This award is an honor to receive again this year! It is a humble reminder of the trust and confidence my clients place in me. Many of my clients have now been with me for over 2 decades, and in many cases have referred me to their children and grandchildren.” said David Weidmayer, CFP® of Weidmayer Wealth Solutions, LLC.
The 2016 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.
“I got into the financial planning profession because I saw a great need to educate individuals about planning, investing, and saving for retirement. It can be intimidating so many families put it off and consequently are at a disadvantage when entering retirement. Retirement planning begins when your first job starts and is a continuous process that continues through working years.” said David Weidmayer, CFP® of Weidmayer Wealth Solutions, LLC.
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. 1,083 Indianapolis wealth managers were considered for the award; 332 (31 percent of candidates) were named 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.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” stated Dan Zdon, CEO, Five Star Professional.
About David Weidmayer
Bachelor's, Michigan State University
Executive Education on Leadership, Wharton
CERTIFIED FINANCIAL PLANNER™ professional
At Weidmayer Wealth Solutions, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas. We don't think that's the right way to do business.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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