Brookfield, WI (PRWEB) November 14, 2012
Kurt Rozman, president of Rozman Wealth Management (http://www.rozmanwealth.com), an independent wealth management practice with approximately $200 million in assets under management, was recently awarded the Premier Advisor designation by Wells Fargo Advisors Financial Network. In addition, Rozman Wealth Management has been included in the 2012 National Association of Board Certified Advisory Practices’ (NABCAP) Premier Advisor List.
Mr. Rozman received the Premier Advisor designation from Wells Fargo Advisors Financial Network based on his ability to demonstrate a high level of production and a commitment to professional service. This is one of the highest honors that the organization bestows upon a Wells Fargo Advisors Financial Network financial advisor. Mr. Rozman was chosen for this honor for the fourth consecutive year.
In addition, the practice was recognized as a Premier Advisor by NABCAP, an independent third party organization that seeks to provide the investing public with objective financial advisor rankings. The Premier Advisor designation is awarded annually by NABCAP whereby the selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry. The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas. Rozman Wealth Management was awarded their Premier Advisor status by NABCAP in the Milwaukee Business Journal.
"We are extremely pleased to receive these acknowledgements of our commitment to first class wealth management services from Wells Fargo Advisors Financial Network and NABCAP," said Kurt Rozman, President of Rozman Wealth Management Group. "We are focused every day on making a positive difference for our clients and these honors are representative of our commitment to helping them achieve their financial goals.”
NABCAP’S 2012 Premier Advisor evaluation and ranking program is an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.
About Rozman Wealth Management
Rozman Wealth Management is an independent advisory practice based in Brookfield, WI. Rozman’s comprehensive team approach to wealth management includes both a deep understanding of client goals along with the constant changes in the financial markets. The practice’s dynamic investment planning process provides ongoing monitoring and focuses on the accumulation and preservation of the client’s irreplaceable capital. For more information, visit http://www.rozmanwealth.com.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Rozman Wealth Management is a separate entity from WFAFN. WFAFN does not render legal or tax advice.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of September 30, 2012, Wells Fargo provides investment advice and guidance to clients through 15,167 full-service financial advisors and 3,110 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. http://www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2012 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Senior Vice President
Director of Operations
Rozman Wealth Management