Delafield Financial Planner Receives FIVE STAR Wealth Manager Award
Brion Collins of Lake Country Wealth Management was rated highest in overall satisfaction in the Milwaukee area for financial advisors.
Delafield, WI, July 08, 2010 --(PR.com)-- Brion Collins, an Investment Advisor Representative with NEXT Financial Group, Inc., member FINRA/SIPC, has been awarded the elite FIVE STAR Wealth Manager Award for 2010. He focuses on Advisory Services, Investment and Risk Management.
Brion, managing member of Lake Country Wealth Management, graduated Summa Cum Laude from Northwestern University. His previous businesses have been recognized as Top Milwaukee Workplaces by “The Business Journal” for Greater Milwaukee. Brion also received a Four Under Forty award from “Advisor Today” magazine for Milwaukee individuals making a difference in their professions and communities that are under forty years of age. Lake Country Wealth Management was founded with the goal of assisting their clients in every aspect of their financial lives thereby creating stability and security on the road to financial independence. Brion challenges readers to compare their current advisor with an independent assessment from Lake Country Wealth Management.
The FIVE STAR award is the only one of its kind that incorporates both client and industry professional evaluations. It is an exclusive award given to less than 6 percent of all wealth managers in the Milwaukee and surrounding areas. The 2010 list will be published in the July issue of Milwaukee Magazine.
According to www.fivestarprofessional.com, The FIVE STAR Award is awarded by Crescendo Business Services and surveyed by QMI Research, an independent third party, which helps assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 80,000 high net-worth households with an additional 4,350 surveys going to financial services industry professionals. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.
For more information, call (262) 646-3549, or email: brion.collins@lakecountrywealth.com
www.lakecountrywealth.com
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Brion, managing member of Lake Country Wealth Management, graduated Summa Cum Laude from Northwestern University. His previous businesses have been recognized as Top Milwaukee Workplaces by “The Business Journal” for Greater Milwaukee. Brion also received a Four Under Forty award from “Advisor Today” magazine for Milwaukee individuals making a difference in their professions and communities that are under forty years of age. Lake Country Wealth Management was founded with the goal of assisting their clients in every aspect of their financial lives thereby creating stability and security on the road to financial independence. Brion challenges readers to compare their current advisor with an independent assessment from Lake Country Wealth Management.
The FIVE STAR award is the only one of its kind that incorporates both client and industry professional evaluations. It is an exclusive award given to less than 6 percent of all wealth managers in the Milwaukee and surrounding areas. The 2010 list will be published in the July issue of Milwaukee Magazine.
According to www.fivestarprofessional.com, The FIVE STAR Award is awarded by Crescendo Business Services and surveyed by QMI Research, an independent third party, which helps assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 80,000 high net-worth households with an additional 4,350 surveys going to financial services industry professionals. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.
For more information, call (262) 646-3549, or email: brion.collins@lakecountrywealth.com
www.lakecountrywealth.com
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Contact
NEXT Financial Group
Kim Kham
877-876-6398
www.nextfinancial.com/Default.aspx
contact info is in press release
Kim Kham
877-876-6398
www.nextfinancial.com/Default.aspx
contact info is in press release
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