I want my clients to know that I value a relationship of mutual respect and trust. I work hard to make my clients’ plans work over the long term.
Hutchinson, MN (PRWEB) June 30, 2016
Five Star Professional is pleased to announce Shad Ketcher, New Era Financial Group, Inc., has been chosen as one of the Twin Cities Five Star Wealth Managers for 2016.
Five Star Professional partnered with The Wall Street Journal to recognize a select group of Twin Cities-area wealth managers who provide quality services to their clients. Shad Ketcher is featured, along with other award winners, in a special section of the June issue.
Shad Ketcher is a hardworking, knowledgeable and dedicated financial planner who fully enjoys helping people reach their significant life goals and make sound decisions about their money. “I care about my clients and want them to do well. I work hard to find new and creative solutions to help people reach their financial goals. I have helped many people to get started on the road to financial success,” says Shad Ketcher of New Era Financial Group, Inc.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager 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.
“I want my clients to know that I value a relationship of mutual respect and trust. I work hard to make my clients’ plans work over the long term,” says Shad. “These plans often include a worry-free and dignified retirement; ensuring that your children and grandchildren can have the opportunities you desire; and creating and passing on significant wealth to the people and organizations that you value.”
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
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 fFinancial 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. 2,083 Twin Cities wealth managers were considered for the award; 854 (41 percent of candidates) were named 2016 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 fFinancial 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.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through New Era Financial Advisors, Inc. & J.W. Cole Advisors, Inc. (JWCA). New Era Financial Group, Inc., New Era Financial Advisors, Inc.& JWC/JWCA are unaffiliated entities.