Broker Check

Oarsman Named to Milwaukee’s Five Star Wealth Manager List

October 29, 2014
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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