Ryan Antepenko, Nathan Kosman and Ronald Rosselot of Rosselot Financial Group Honored With the 2015 Five Star Wealth Manager Award

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Ryan Antepenko, Nathan Kosman and Ronald Rosselot named three of Cincinnati’s outstanding wealth managers.

Rosselot Financial Group

“We are dedicated to serving our clients through education, guidance and open communication,” comments Ronald Rosselot.

Five Star Professional is pleased to announce Ryan Antepenko, Nathan Kosman and Ronald Rosselot, of Rosselot Financial Group, have been chosen as three of Cincinnati’s Five Star Wealth Managers for 2015.

“Our business is built on 3 main principles; Family, Growth and Service. We want our clients to feel as though they are a part of our family and provide service that exceeds their expectations. Our financial planning philosophy can be summed up in our tag line, “Live for Today, Prepare for Tomorrow, and Plan for Life,” states Ryan Antepenko.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. Ryan Antepenko, Nathan Kosman and Ronald Rosselot are featured, along with other award winners, in a special section of the October issue.

“To help people reach their goals. Not just their financial goals, but their life goals. We develop deep relationships with our clients and get to know them on a more intimate level. This allows us to better help them plan for the rest of their lives,” says Nathan Kosman.

“We are dedicated to serving our clients through education, guidance and open communication,” comments Ronald Rosselot.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“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,” Dan Zdon, CEO, Five Star Professional

About the research process:

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.

Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self nominations are not accepted, and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.

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 (26 percent of 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.

Ryan, Nathan and Ron are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Rosselot Financial Group.

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

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Five Star Professional Representative

Nathan Kosman
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