Broker Check

Oarsman Named to Milwaukee’s Five Star Wealth Manager List

October 29, 2014

Bob Phelps and Alan Purintun are honored to have been named as Five Star Wealth Managers in 2011, 2012, 2013 and 2014. To be selected as a Five Star Wealth Manager, advisors identified through internal and external research data must satisfy a series of objective eligibility and evaluation criteria, including client retention rates.

Five Star Wealth Manager Eligibility Criteria

  • Credentialed as an investment advisory representative or a registered investment advisor
  • Actively employed as a credentialed professional in the financial services industry for a minimum of five years
  • Favorable regulatory and complaint history review
  • Fulfilled their firm review based on internal standards
  • Accepting new clients
  • One-year client retention rate
  • Five-year client retention rate
  • Non-institutional discretionary and/or non-discretionary client assets administered
  • Number of client households serverd.
  • Education and professional designations