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Five Star Wealth Managers

In a consumer study about dynamics between wealth managers and their clients, Five Star Professional polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas:

are financial advisors, financial planners, investment advisors, tax advisors and estate planning attorneys.

• 2 9 percent of consumers want to be contacted by their wealth manager whenever events require an update; only 7 percent of wealth managers say they contact clients based on the impact of events.

Milwaukee Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average oneyear client retention rate for this year ’s award winners is more than 96 percent.

• 63 percent of consumers say they receive the right amount of communication from their wealth manager. From research conducted by Five Star Professional, April 2011.

Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers

How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients?

Don’t listen to other people. Investigate for yourself. Be wary of advisers who say they never had a down year.” — Five Star Wealth Manager

A Select Award

The 2012 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the Milwaukee area.(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

Award

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Milwaukee award candidates were identified using internal and external research data, including a survey to more than 3,000 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Candidates

www.fivestarprofessional.com: Five Star award information — FS 1

2012 Five Star Wealth Managers

2012 Milwaukee

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2012 Five Star Wealth Managers

Determination

Of Award Winners

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers.(2)

Eligibility Criteria – Required(3)

2012

1. C redentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review.(4) 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria – Considered(3)

6. One-year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent).

The Five Star award goes to less than 7 percent of wealth managers.

7. Five-year client retention rate.

8. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $122 million in client assets).

9. Number of client households served (on average, this year’s award winners serve 313 households). 10. Education and professional designations.

Research Disclosures

• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

• The Five Star award is not indicative of the wealth manager’s future performance.

Insights from Five Star Wealth Managers Wishful thinking is not planning. If you plan for the worst, you will never be unpleasantly surprised.”

• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.

• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine. • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

• F ive Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com. • (1) 1291 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 303 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers.

(2) (3) (4)

Wealth managers were required to certify that any information they provided was accurate. Criteria 4, 8 and 9 do not apply to attorneys or CPAs. As defined by Five Star Professional, the wealth manager has not: • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. • Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. • Filed for personal bankruptcy. • Been convicted of a felony.

Clients don’t care how much you know until they know how much you care.”

Only invest in something that you understand.”

What matters most is how you recover from setbacks.”

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

• Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above. • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. • Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 19,500 households in the Milwaukee area were contacted.

The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 – 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. No more than 7 percent of wealth managers receive the award each year. The selection process for the 2005 – 2011 award winners can be found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php.

FS 2 — Five Star award information: www.fivestarprofessional.com

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Business Planning

Chris Doughty ∙ Raymond James Financial Services/Alliance Wealth Management

Diane O’Connor ∙ O’Connor & Sachs

Daniel Christensen ∙ Feld, Schumacher & Company, CPAs

David Patzer ∙ Godfrey & Kahn

Jason Dummert ∙ AXA Advisors

J. Lewis Perlson ∙ Michael Best & Friedrich

Peter Sommerhauser ∙ Godfrey & Kahn

James Petrie ∙ Petrie & Stocking

Page 17

Robert Storm ∙ Storm Balgeman Miller & Klippel Page 20

Laura Petrie ∙ Petrie & Stocking

Page 17

Lisa Wood ∙ McNally Maloney & Peterson

Estate Planning

John Affeldt ∙ Affeldt Law Offices

Thomas Balgeman ∙ Storm Balgeman Miller & Klippel Page 20

Eric Elias ∙ AXA Advisors

David Epstein ∙ Robert W. Baird & Company

John Ethington ∙ Robert W. Baird & Company

Catherine Priebe ∙ Davis & Kuelthau

Sean Fahey ∙ Investment Center of Grafton

Stephanie Rapkin ∙ Law Office of Stephanie G. Rapkin

Spencer Frank ∙ Ziegler Wealth Management

Michael Richardson ∙ Richardson Financial Group

Jose Freyre ∙ Monarch Wealth Management

Katherine Shalbrack ∙ Robert W. Baird & Company

Michael Friedrich ∙ Alliance Wealth Management

Mark Shiller ∙ Godfrey & Kahn

Lori Gervais ∙ Robert W. Baird & Company

John T. Bannen ∙ Quarles & Brady

John Stocking ∙ Petrie & Stocking

Jeffrey Billings ∙ Godfrey & Kahn

William Swendson ∙ Swendson/Fey Law

Craig Gonn ∙ Vision Financial Services

Andrew Brusky ∙ Brusky Sjostrom & Alberts

Eido Walny ∙ Walny Legal Group

Scott Burns ∙ Burns Law Offices

Financial Planning

Ryan Gray ∙ Robert W. Baird & Company Page 14

Page 23

Peter Giljohann ∙ Prime Financial Services

Karl Anderson ∙ Morgan Stanley Smith Barney

Daniel Gundrum ∙ Robert W. Baird & Company Page 22

Michael Aschberger ∙ ING Financial Partners

Allan Haupert ∙ AJH Wealth Management

Dan Hawley ∙ Robert W. Baird & Company

James Daly ∙ Quarles & Brady

Carl Baehr ∙ Franklin Financial Planning Page 20

Jennifer D’Amato ∙ Reinhart Boerner Van Deuren

James Baker ∙ MetLife Securities

Paula Hogan ∙ Paula Hogan

Kevin Demet ∙ Demet Law Firm

William Baxter ∙ Paladin Partners

George Evans ∙ Von Briesen & Roper

Joel Beck ∙ Robert W. Baird & Company

Nicholas Ignatowski ∙ Planners Financial Group Page 15

Emily Fey ∙ Swendson/Fey Law

Edward Behling ∙ U.S. Bancorp Investments Page 6 & 7

Michael Jungen ∙ Jungen & Company Financial Advisers

Robert Fricker ∙ Fricker Law Office

Blanche Berenzweig ∙ JK Investment Group Page 22

Susie Kostrivas ∙ B.C. Ziegler and Company Page 13

Kathleen Gray ∙ Quarles & Brady

Kathleen Berndt ∙ Investment Destiny

William Krohn ∙ RBC Wealth Management

Carl Holborn ∙ O’Neil Cannon Hollman DeJong & Laing

Gregory Bisser ∙ U.S. Bancorp Investments Page 6 & 7

Robert LaGrant ∙ Charles Schwab & Company

Charles Jones ∙ Jones Law Offices

Melvin Blann ∙ U.S. Bancorp Investments Page 6 & 7

John Larsen ∙ RBC Wealth Management

Martin A. Kummer ∙ Kummer Associates

Peggy Boris ∙ Richmond Investment Services Page 18

Jeff Lehrer ∙ Northland Securities

Stephen Lasky ∙ Moertl Wilkins & Campbell Page 10

Chris Calvelli ∙ Robert W. Baird & Company

John Lewenauer ∙ Robert W. Baird & Company

Paul Christian ∙ Robert W. Baird & Company

Terence Lynch ∙ RBC Wealth Management

Scott Coenen ∙ John Hancock Financial Network

Randy Malone ∙ Malone Financial Services

Julie Coombs ∙ Storm Fischer Investment Group

Keith Martens ∙ Morgan Stanley Smith Barney

Jo Ann Corrao ∙ Morgan Stanley Smith Barney

Michael McKillip ∙ The Financial Centre

James Dennik ∙ U.S. Bancorp Investments Page 6 & 7

Scott Measner ∙ B.C. Ziegler and Company

Jeffrey Cady ∙ U.S. Bancorp Investments Page 6 & 7

Terry Campbell ∙ Moertl Wilkins & Campbell Page 10

Kenneth Fleck ∙ Fleck Law Offices

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Page 23

Robert Kuelthau ∙ Davis & Kuelthau

Kristi Leswing ∙ Godfrey & Kahn

Margaret Lund ∙ Stafford Rosenbaum Steven Mayer ∙ Mayer Galligan Law

Thomas McGinn ∙ Miller McGinn & Clark Sally Merrell ∙ Von Briesen & Roper

Gordon Miller ∙ Michael Best & Friedrich Philip Miller ∙ Weiss Berzowski Brady

Susan Minahan ∙ Michael Best & Friedrich

Patricia Nelson ∙ Nelson Irvings & Waeffler

Tom Hille ∙ Robert W. Baird & Company

Page 20

Page 15

Bernadette Lanser ∙ Morgan Stanley Smith Barney

Brian Lauer ∙ Lauer Financial Services

William Meier, Jr. ∙ Morgan Stanley Smith Barney

Greg Dietz ∙ New England Financial

Joan Doberstein ∙ Morgan Stanley Smith Barney

Thomas Dornoff ∙ Morgan Stanley Smith Barney

James Meyer ∙ Thrivent Financial

Daniel Morrisey ∙ Robert W. Baird & Company Robin Muller ∙ Morgan Stanley Smith Barney

www.fivestarprofessional.com: Five Star award information — FS 3

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

Richard Nagel ∙ Nagel Wealth Management

Peter Anderson ∙ Anderson Financial

Rick Napholz ∙ Ameriprise Financial Services, Inc. Page 16

Barbara Baron ∙ Wells Fargo Advisors, LLC

Kevin O’Meara ∙ Robert W. Baird & Company

Cindy Storm Fischer ∙ Storm Fischer Investment Group Page 12

Lloyd C. Barrickman ∙ Wells Fargo Advisors, LLC

Francis O’Toole ∙ MetLife Securities

Laura Barry ∙ Baker Tilly Investment Advisors Page 8

Randy Pfingsten ∙ Robert W. Baird & Company

Anthony Beadell ∙ A.D. Beadell Investment Counsel

Craig Pluta ∙ Alliance Wealth Management

David Becker ∙ Northern Oak Capital Management

Andrew Richman ∙ Richman Financial Services

Gregory Berg ∙ Wells Fargo Advisors, LLC Page 9

John Richmond ∙ Richmond Investment Services Page 18 Matthew Richmond ∙ Richmond Investment Services Page 18

Richard Schilffarth, Sr. ∙ RBC Wealth Management

Nathaniel Schlotthauer ∙ FNB Hartford Investment Services

Carl Fuda ∙ Kitzinger Lautmann Capital Management

Jeffrey Gawelski ∙ Robert W. Baird & Company James Gehring ∙ Edward Jones

Daniel Geigler ∙ Morgan Stanley Smith Barney Steven Giles ∙ Landaas & Company

Kathleen Beronja ∙ Robert W. Baird & Company David Bier ∙ Merrill Lynch

Scott Grittinger ∙ McCarthy Grittinger Weil Financial Group

John Bill ∙ Manchester Investments

David Gwidt ∙ Wells Fargo Advisors, LLC Page 21

Michael Bishop ∙ Robert W. Baird & Company

Gary Haertlein ∙ Associated Wealth Management

Robert Blair ∙ J.P. Morgan

Maureen Hansen ∙ SVA Plumb Financial Page 21

David Schoenfeldt ∙ First Heartland Capital

Karen Bliske ∙ Wells Fargo Advisors, LLC

Dennis Skrypchak ∙ Morgan Stanley Smith Barney

James Bors ∙ Robert W. Baird & Company

Joseph Stueber ∙ Roman James Financial

Andrew Boyd ∙ RBC Wealth Management

Thomas Tenuta ∙ Robert W. Baird & Company

David Boyer ∙ Edward Jones

David Thuli ∙ Morgan Stanley Smith Barney

Clay Brandt ∙ Wells Fargo Advisors, LLC

Paul Tourville ∙ Next Level Planning & Wealth Management

Jeffry Brigman ∙ Legacy Capital Partners

David Wahl ∙ U.S. Bancorp Investments Page 6 & 7

Robert Brooks ∙ Cleary Gull

Greg Wenzler ∙ Prime Financial Services

David Francis ∙ Wells Fargo Advisors, LLC

Jean Hauenstein ∙ Wells Fargo Advisors, LLC Page 14 Joseph Heil ∙ Morgan Stanley Smith Barney Mark Heinen ∙ Wells Fargo Advisors, LLC

James Hern ∙ Morgan Stanley Smith Barney Luke Hesprich ∙ Hartford Savings Bank

Gregory Britsch ∙ Tri City Investments

Joseph Hickey, Jr. ∙ Cleary Gull

Robert Brumder ∙ Robert W. Baird & Company

Paul Hindin ∙ Equable Securities Company

Stephen Hoch ∙ Robert W. Baird & Company Page 14

Paul Westphal ∙ Robert W. Baird & Company

Robert Bukowski ∙ Alpha Investment Consulting Group

Michael White ∙ Prime Financial Services

Charles Cairns ∙ Robert W. Baird & Company

Patrick Wielgosh ∙ Merrill Lynch

David Carroll ∙ Cleary Gull

Esther Ezekiel Inyang ∙ U.S. Bancorp Investments Page 6 & 7

Joseph C. Wilson ∙ Morgan Stanley Smith Barney Page 22

Bob Chernow ∙ RBC Wealth Management

Robert Jacobsen ∙ Johnson Investment Services

Michael Cleary ∙ Cleary Gull

Jeffrey Jaeger ∙ RBC Wealth Management

Paul Coldagelli ∙ Landaas & Company

Jim Janikowski ∙ Legacy Capital Partners

Penny Cruse ∙ Robert W. Baird & Company

Robert Joehnk ∙ Wells Fargo Advisors, LLC Page 16

Andy Wiziarde ∙ B.C. Ziegler and Company James Wozniak ∙ RBC Wealth Management

Mark Zalewski ∙ Robert W. Baird & Company

Insurance

Roger Clark ∙ Modern Woodmen of America Steven Clasen ∙ Thrivent Financial

Investments

Charles P. Albrecht ∙ Wells Fargo Advisors, LLC Page 19

Laurie Aleksandrowicz ∙ A to Z Financial Planning Page 22 Marc Amateis ∙ Landaas & Company

David Andera ∙ Capital Investment Services of America

Christopher Czarnecki ∙ Morgan Stanley Smith Barney Michael Debbink ∙ RBC Wealth Management Jeffrey Diel ∙ Wells Fargo Advisors, LLC

Page 9

Monica Donahoe ∙ Raymond James Financial Services Kevin Ellis ∙ Kyle Financial Services Mike Endres ∙ Edward Jones

Nicholas Enea ∙ WFA Asset Management Corporation

John T. Evans ∙ Marietta Investment Partners Jerry Faust ∙ Edward Jones

FS 4 — Five Star award information: www.fivestarprofessional.com

Jim Hodge ∙ Robert W. Baird & Company

James Kalland ∙ RBC Wealth Management

Kevin Kiesig ∙ U.S. Bancorp Investments Page 6 & 7

Mark Kindler ∙ Robert W. Baird & Company Dick Kinney ∙ Legacy Wealth Management

James Kitzinger ∙ Kitzinger Lautmann Capital Management Kathy Klein ∙ Marietta Investment Partners

Gordon Knutson ∙ Ziegler Wealth Management Page 23

Gregory Kostka ∙ Morgan Stanley Smith Barney Page 23

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Mary Ellen Krueger ∙ Aspiriant Investment Advisors

Brad Kudick ∙ U.S. Bancorp Investments Page 6 & 7

Jeff Pieters ∙ North Shore Bank

Max Stoka ∙ Wells Fargo Advisors, LLC

Jason Pokorny ∙ Morgan Stanley Smith Barney

Pamela Stubler ∙ Johnson Investment Services Page 23

Ilija Potkonjak ∙ LPL Financial

Scott Sullivan ∙ Robert W. Baird & Company

Thomas Kueht ∙ Morgan Stanley Smith Barney

Alan Purintun ∙ Oarsman Capital

Robert Landaas ∙ Landaas & Company

Michele Randall ∙ Robert W. Baird & Company

Scott Latzke ∙ Morgan Stanley Smith Barney

Richard Reinbold ∙ Cent

Christopher Leberfing ∙ Robert W. Baird & Company

Timothy Reynolds ∙ Aspiriant Investment Advisors

Page 17

Richard Tinder ∙ Merrill Lynch

Peter Tourville ∙ Next Level Planning & Wealth Management

Page 18

D.J. Verhaalen ∙ U.S. Bancorp Investments Page 6 & 7

Glenn Lemmenes ∙ Edward Jones

Joseph Rifelj ∙ Wells Fargo Advisors, LLC Page 19

Randal Leonard ∙ Robert W. Baird & Company

Glen Ringwall ∙ Merrill Lynch

David J. Vollmar ∙ Ziegler Wealth Management

Geoffrey “Rip” Maclay, Jr. ∙ Cedarwinds Investment Management Page 13

Dirk Robichaud ∙ Wells Fargo Advisors, LLC

Robert Roenitz ∙ Morgan Stanley Smith Barney

Rich Von der Linde ∙ Morgan Stanley Smith Barney Page 23

Brian Magennis ∙ ING Financial Advisers Page 19

Arthur Rothschild ∙ Landaas & Company

Sara Walker ∙ Associated Banc-Corp

Michael Russo ∙ MetLife Securities

Nelson Weine ∙ Landaas & Company

Norman M. Marcus ∙ Wells Fargo Advisors, LLC

Jason Ryan ∙ U.S. Bancorp Investments Page 6 & 7

Brian White ∙ Spectrum Investment Advisors

David Massart ∙ Next Generation Wealth Management

Bryan Sadoff ∙ Sadoff Investment Management

Stacy Williams ∙ Robert W. Baird & Company

Michael Sadoff ∙ Sadoff Investment Management Ronald Sadoff ∙ Sadoff Investment Management

Darryl Witkowski ∙ Wells Fargo Advisors, LLC Page 23

Thomas Savage, Jr. ∙ Robert W. Baird & Company

Randall Young ∙ Morgan Stanley Smith Barney

Daniel McKelvey ∙ Investment Center of Grafton

Thomas Schmid ∙ Robert W. Baird & Company

Taxation

Debra Mertz ∙ FNB Hartford Investment Services

Todd Schoenwalder ∙ Associated Investment Services

Allan Carneol ∙ Zetley Carneol & Stein

Dr. Jerome Mahalick ∙ AMP Wealth Managment

Maureen McCabe ∙ Maureen McCabe

John McCarthy ∙ McCarthy Grittinger Weil Financial Group

Anthony Mescher ∙ Talmer Financial

Todd Voit ∙ Voit & Hamilton

Thomas Wickman ∙ Legacy Capital Partners

Edward David ∙ Edward David

Peter Schumacher ∙ Cleary Gull

Kevin Moloney ∙ J.P. Morgan

Gregg Shaffer ∙ Morgan Stanley Smith Barney

Daniel Glaser ∙ Charter Capital Management Page 11

Timothy J. Moriarty ∙ Morgan Stanley Smith Barney

Michael Shannon ∙ Morgan Stanley Smith Barney Page 21

Joel Guthmann ∙ Guthmann Tax Services

Ronald Morris ∙ Retirement Plan Solutions

Ralph Sharafinski ∙ Wells Fargo Advisors, LLC

William G. Morse ∙ Ziegler Wealth Management

Christopher Shea ∙ Intrinsic Investors

David Moxom ∙ Wells Fargo Advisors, LLC Marc Mrugala ∙ Edward Jones

Susan Simon ∙ Wells Fargo Advisors, LLC Page 23

Dean Muller ∙ Morgan Stanley Smith Barney

Jack Simpson ∙ Raymond James Financial Services

James Mohr ∙ James L. Mohr & Associates

Paul Muzzey ∙ Capital Investment Services of America

Ignatius Smetek ∙ Arcataur Capital Management

David Werner ∙ Scribner Cohen & Company

Alexander Smith ∙ Robert W. Baird & Company

Dawn Wittak ∙ Scribner Cohen & Company

Hollie Nelson ∙ Robert W. Baird & Company

Paul Smith ∙ Morgan Stanley Smith Barney

David Nevinski ∙ First Midwest Securities

Michael Sonnichsen ∙ Woodbury Financial Services

Bradley Niswonger ∙ Robert W. Baird & Company

Patricia Stapelkamp ∙ Morgan Stanley Smith Barney

Gary Peppel ∙ Morgan Stanley Smith Barney

Ronald Steimle ∙ Wells Fargo Advisors, LLC

William M. Perry ∙ Perry Capital Management

Scott Steinke ∙ Ziegler Wealth Management

Jeffrey Peterson ∙ Landaas & Company

George Stewart ∙ ING Financial Partners Page 19

Bary Morgan ∙ Robert W. Baird & Company

Robert Phelps ∙ Oarsman Capital

Page 17

Mark Jubelirer ∙ Schenck

Andrew Komisar ∙ Komisar Brady & Company

William Komisar ∙ Komisar Brady & Company Deborah Kossow ∙ CliftonLarsonAllen

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College.

www.fivestarprofessional.com: Five Star award information — FS 5

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Left to right: Standing: Four-year winner Jason Ryan, 2012 winner Esther Inyang, two-year winners Ed Behling, Brad Kudick and David Wahl, three-year winner James Dennik and four-year winner DJ Verhaalen Seated: Four-year winner Gregg Bisser, two-year winner Jeff Cady and four-year winner Mel Blann (Not pictured: Two-year winner Kevin Kiesig)

FS 6 — Five Star award information: www.fivestarprofessional.com

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Congratulations to Our Five Star Wealth Managers • Comprehensive wealth management solutions • Highly personalized service and expert advice

• Long history of U.S. Bancorp financial strength and stability since 1863

Titles: Financial Advisors

We are proud of our Financial Advisors. They represent a larger team of wealth management professionals who help individuals and families build, manage, preserve and transfer their wealth. Whether you are in the early stages of a successful career or reaping the rewards of hard work, our financial experts work closely with you to address your complex financial needs. The Private Client Group and U.S. Bancorp Investments, Inc./U.S. Bancorp Insurance Services, LLC provides you with sophisticated wealth management strategies, exceptional advice and personalized service.

809 South 60th Street, Suite 205 • West Allis, WI 53214 Office: (414) 773-3885 [email protected] • usbank.com

Investment products are not a deposit, are not FDIC insured, are not guaranteed by the bank, may lose value and are not insured by any federal government agency. Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp.

To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must be nominated by either a peer or by their firm. In the case of representatives of U.S. Bancorp Investments, Inc., firm nominations are made by either the individual’s Region or Division Manager. Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys. Consumer feedback and surveys are promoted via local advertising, through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints. Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager. Find full measurement formulas and information on www.fivestarprofessional.com. The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers, but may pay for licensed use of the Five Star emblem and award. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The Five Star award is not indicative of the wealth managers future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.

www.fivestarprofessional.com: Five Star award information — FS 7

2012 Five Star Wealth Managers

The Private Client Group

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2012 Five Star Wealth Managers

Baker Tilly Wealth Management Team Candor. Insight. Results.

$1.3 billion in regulatory assets under management*

Left to right: Standing: 2010 winner Jay Czarapata, Bruce Laning and three-year winner Laura Barry Seated: Patty Steingraeber, Stephanie Zydzik

• Independent and objective advice for your unique situation • Tailored plan designs and investment consulting for organizations • Specialized retirement readiness and distribution strategies

Titles: Investment and Retirement Plan Advisor Representatives

Credentials: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®

Creating, enhancing and preserving wealth is our focus at Baker Tilly Investment Advisors. Through in-depth knowledge and experience, our credentialed professionals help families and organizations clarify financial goals and develop a tailored strategy to meet their objectives. We understand your goals

may change over time and will work with you to adapt your strategies, asset allocations and investment vehicles, as needed. With more than $1.3 billion in regulatory assets under management*, we guide clients through the complex investment arena with candid advice.

115 South 84th Street • Milwaukee, WI 53214 Phone: (414) 777-5500 • Toll-free: (800) 362-7301 [email protected] • bakertilly.com/investment-advisors

Baker Tilly Investment Advisors, LLC is a registered investment advisor and a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP. Securities are offered through Baker Tilly Capital, LLC, member FINRA and SIPC. Baker Tilly refers to Baker Tilly Investment Advisors, LLC. *As of 3/31/2012.

FS 8 — Five Star award information: www.fivestarprofessional.com

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The Berg Investment Consulting Group of Wells Fargo Advisors, LLC

Left to right: Four-year winner Greg Berg, Rochelle Wacker, Tom Scanlan and 2012 winner Jeff Diel

• Greg Berg, four-time award winner, was also named one of Barron’s 2012 “1,000 Top Advisors”* • Jeff Diel, first-time award winner

Greg Berg, Managing Director – Investments; Rochelle Wacker, Practice Administration Manager; Tom Scanlan, Associate Vice President – Investments; Jeff Diel, Associate Vice President – Investments We start with your life and plan your money around it. The clients we serve are the foundation of our practice. We know that they entrust us with enormous responsibility in handling their portfolios. Accordingly, we are committed to providing a practice that adheres to the highest standards of ethical behavior and to treating every client relationship as a sacred trust. We believe that the basis for successful investing lies in

understanding client goals and managing risk. We will strive to understand each client’s needs, investment objectives, return expectations and, most importantly, risk-tolerance levels. Only when this is done can appropriate investments and strategies be employed. We are committed to providing a superior level of service through our group’s years of industry experience for a competitive cost.

111 East Kilbourn Avenue, Suite 2400 • Milwaukee, WI 53202 Phone: (414) 347-3102 • Toll-free: (800) 437-4126, Ext. 3102 [email protected] • www.bergicg.wfadv.com • [email protected]

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-1328]. *The Barron’s 1,000 Top Advisors rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

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2012 Five Star Wealth Managers

Greg Berg and Jeff Diel

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2012 Five Star Wealth Managers

Terry Campbell and Stephen Lasky Personalized, High-Quality Estate Planning and Elder Law Services

Estate Planning, Probate, Tax Preparation and Elder Law Attorneys

Left to right: Three-year winner Terry Campbell and 2012 winner Stephen Lasky

• Moertl, Wilkins & Campbell, S.C. has been serving clients since 1949 • Located in downtown Milwaukee and practicing throughout southeastern Wisconsin • Superior client service for individuals, families and small businesses

Attorneys licensed to practice law in the state of Wisconsin

Members of the American, Wisconsin and Milwaukee Bar Associations The attorneys of Moertl, Wilkins & Campbell, S.C. work with clients to achieve desired results in a cost-efficient manner and emphasize individual service. This client-centered approach to the practice of law has allowed the firm to serve Wisconsin since 1949, often working and growing with members of a family or business through multiple generations. Terry and Stephen understand that estate planning is not a “one size fits all” enterprise, appreciate the importance of listening to

each client’s goals and work hard to design a plan tailored to meet each client’s unique situation and priorities. They also extend this individualized approach to their work with clients in the areas of probate and trust administration, tax planning and preparation, real estate, elder law (including Medicaid planning) and business matters. Clients seeking counsel in any of these areas can be confident that Terry or Stephen handle all matters in a prompt, professional and personal fashion.

Moertl, Wilkins & Campbell, S.C.

330 East Kilbourn Avenue, Suite 1017 • Milwaukee, WI 53202 Phone: (414) 276-4366 • Fax: (414) 276-1192 [email protected] • [email protected] • lawmwc.com

FS 10 — Five Star award information: www.fivestarprofessional.com

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Daniel R. Glaser, CPA S.C.

Providing independent, fee-based advisory services for 35 years

Left to right: Joel Hassler and three-year winner Daniel Glaser

• Independent, fee-based management • Coordinated tax and financial planning • Retirement and income planning

Joel Hassler, CFA, President

Daniel R. Glaser, CPA®, CFP®, Partner

Charter Capital Management, Inc. has been providing independent investment management services for 35 years. Our extensive portfolio management experience is enhanced through our tax and financial planning background to provide

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2525 North Mayfair Road, Suite 210 • Wauwatosa, WI 53226 Office: (414) 257-3700 • Toll-free: (888) 434-3323 www.chartercapital.net Charter Capital Management is a SEC-Registered Investment Advisory Firm.

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2012 Five Star Wealth Managers

Charter Capital Management Group

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2012 Five Star Wealth Managers

Storm Fischer Investment Group Financial Advice for Retiring Professionals

Areas of Focus: Investment Management, Retirement Planning

Left to right: Terrence Skelding, Julie Coombs, four-year winner Cindy Storm Fischer, Ruth Tsakonas, Sharon Green, Julianne Drews

• 30 years of history helping clients achieve their goals • Honest and sound financial advice built around what’s most important to you • Dedicated to exceptional personal service Cindy Storm Fischer, CFP®; Sharon Green, Financial Advisor; Julie Coombs, CFP®

Storm Fischer Investment Group is a full-service investment management and financial planning firm in Brookfield. Well known for their sincere, straightforward approach, Storm Fischer is a firm you can depend on. A great deal of time is spent getting to know their clients, and even more time

deepening those close relationships, giving their clients the support, insight and direction they need for a successful retirement. When it comes to maintaining your lifestyle and your life savings, you want to make the right choices and feel good about the choices you make.

16655 West Wisconsin Avenue, Suite 105 • Brookfield, WI 53005 Office: (262) 796-8400 • Fax: (262) 796-8410 www.stormfischerinvestmentgroup.com

Securities and Advisory Services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor. Storm Fischer Investment Group and SII are separate companies.

FS 12 — Five Star award information: www.fivestarprofessional.com

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Advancing Health, Wealth and Financial Well-Being

• Holistic planning approach

• Retirement income planning

• Personalized investment strategies Credentials: CFP®, CRPC®, CFS®

Left to right: Angela Hendrickson, Chris Brennan, Five Star award winner Susie Kostrivas

When you travel, you know your destination and having a roadmap is crucial in making sure you get there. We approach financial planning in the same manner, by talking to you about your financial destination then formulating a plan to get there. This leads to ongoing conversations in financial planning and managing assets for your lifestyle, with a focus on client education and empowerment, resulting in a more organized financial life.

W233 N2080 Ridgeview Parkway Waukesha, WI 53188 Phone: (800) 236-2776 [email protected] www.ziegler.com/brennan-kostrivas

Photo by David L. Denemark

B.C. Ziegler and Company, Member SIPC & FINRA.

Cedarwinds Investment Management Team Global Solutions for Intelligent Investors

• Effective risk management • Global diversification • Exceptional value

Left to right: Andy Kuehn, Bob Shellman, Donna Barber and four-year winner Rip Maclay

Offering state-of-the-art index portfolio strategies, our investment management process uses a rules-based approach involving all major asset classes across the global markets. Our strategic "buy and hold" portfolios, as well as our tactical, momentum-based models, cover a full range of risk-return relationships. We are laser focused on delivering investment excellence, unparalleled service and exceptional value.

Titles: Andy, Digital Marketing Director; Bob, Institutional Marketing Director; Donna, Client Services Director; Rip, Managing Partner

4650 North Port Washington Road Milwaukee, WI 53212 Phone: (414) 431-7390 [email protected] www.cedarwinds.com

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2012 Five Star Wealth Managers

Brennan Kostrivas Planning Team

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2012 Five Star Wealth Managers

Jean A. Hauenstein Navigate Today's Economy With a Long-Term Perspective

• Retirement planning/income solutions • Developed financial strategy

• Customized investment plans Title: Financial Advisor

Representing world-class money management services for financially successful investors incorporating a personalized strategy, unparalleled service and experienced management. We provide vision and experience based on results along with understanding which suitable, quality investments fulfill your criteria. We can help you achieve financial independence. My goal is to preserve clients' assets and to meet and exceed established investment goals.

Wells Fargo Advisors, LLC

111 East Kilbourn Avenue Milwaukee, WI 53202 Office: (414) 347-3000 Toll-free: (800) 437-4126 [email protected]

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-0922].

The Hoch Gray Haldemann Group Proactive, Comprehensive, Relationship Driven

• Tax- and risk-conscious investment management • Coordinator of your family’s financial plan

• Family legacy development and wealth coaching

Left to right: Jen Haldemann, four-year winner Stephen Hoch, three-year winner W. Ryan Gray

With more than 35 years of combined experience, the Hoch Gray Haldemann Group is dedicated to the success and longevity of their client relationships. The group has relationship threads dating back more than 50 years with Baird. They pride themselves on maintaining a high level of personal integrity and transparency while acting as your family’s financial coordinator. The Hoch Gray Haldemann Group is proud to have spent their entire careers at Baird, a conservative, financially sound employee-owned firm. Please visit www.hochgroup.com for more information. Areas of Focus: Investment and asset management, retirement and estate planning, philanthropic and wealth-transfer strategies.

Jen Haldemann, CFP® Stephen Hoch, CFP® W. Ryan Gray, CFP®

Robert W. Baird & Co. 777 East Wisconsin Avenue Milwaukee, WI 53202

Stephen D. Hoch: (414) 765-3890 W. Ryan Gray: (414) 298-6208

[email protected] • [email protected] www.hochgroup.com

Robert W. Baid & Co. does not provide tax or legal advice. Member SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S.

FS 14 — Five Star award information: www.fivestarprofessional.com

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Locally Based, Nationally Recognized and Grateful for This Honor

• Fee-only financial planning

• Comprehensive portfolio management

• Celebrating our 20th anniversary serving individuals and families Titles: Owner/Founder Credentials: CFP®, CFA®

At Paula Hogan, we look at your whole financial picture. We work only for you, and we are well informed. The firm has become nationally recognized in the past few years, and Paula Hogan has been named to several media lists of top advisors, including multiple years on Bloomberg Wealth Manager’s national list of the “Top 50 Women in Wealth.” Paula’s volunteer work includes prior service on national boards of both the Financial Planning Association and NAPFA (National Association of Personal Financial Advisors). Her published articles are posted on our website and also on our company Facebook page. Take a look. Give us a call. We look forward to hearing from you!

Paula Hogan

250 West Coventry Court, Suite 202 Milwaukee, WI 53217 Office: (414) 352-9111 Fax: (414) 351-9166

[email protected] • www.paulahogan.com www.facebook.com/connectwithpaula

Nick Ignatowski

Planning Your Future, Together

• Lifetime income strategies

• Financial planning and advice • Business retirement plans

Left to right: Mike Taylor, 2010 winner Dean Pennebecker and four-year winner Nick Ignatowski

We understand the unique needs of business owners and individuals. Our team will evaluate your current situation, suggest alternatives and implement recommendations in an unbiased manner. For a formal review of your business or personal retirement plan, we encourage you to contact us. Thank you!

Title: Managing Partner Credentials: CFP®, CRPS®, CFS®, CAS®

10909 West Greenfield Avenue, Suite 201 Milwaukee, WI 53214

Office: (414) 282-4000 • Toll-free: (888) 800-5433

nick@plannersfinancialgroup.com www.plannersfinancialgroup.com Dean Pennebecker is a Registered Representative. Nicholas Ignatowski and Michael Taylor are Investment Advisor Representatives. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Planners Financial Group, LLC are not affiliated. Additional products and services may be available through Planners Financial Group, LLC that are not offered through AIC.

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2012 Five Star Wealth Managers

Paula Hogan

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2012 Five Star Wealth Managers

Robert Joehnk

Professional Comprehensive Wealth Management

• 30 years' experience

• Written customized investment plans • Monthly face-to-face meetings Title: Financial Advisor

For more than 30 years, I have successfully navigated volatile markets for my clients. Retirement planning and wealth management are so important — I believe an experienced, trusted professional is vital. As your family situation changes, you need an advisor to counsel you. Call today for a complimentary financial analysis.

111 East Kilbourn Avenue, Suite 2400 Milwaukee, WI 53202 Office: (414) 347-3561 • Toll-free: (800) 437-4126 robert.joehnk@wellsfargoadvisors home.wellsfargoadvisors.com/robert.joehnk

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC.[CAR 0512-2248 5/14/12].

Rick A. Napholz

Helping You Plan, Manage and Preserve Your Wealth

• Comprehensive financial planning approach

• Dedicated to providing excellent service and advice • Working with families and business owners

Specializations: Insurance, Asset Allocation, Retirement and Estate Planning Strategies Credential: CERTIFIED FINANCIAL PLANNER™ practitioner

Rick joined Ameriprise Financial in 1983. Being an experienced financial advisor, Rick knows that everyone’s financial picture is different. He works with each client to design a custom financial plan to help them plan to achieve and maintain what is most important to them. His knowledge, as well as the strong relationships he builds with clients, has led to the continued rapid growth of his financial planning practice. Rick is proud to have received this award for the fourth consecutive year and would like to thank all of the clients who he worked with for their continued loyalty and support.

325 North Corporate Drive, Suite 110 Brookfield, WI 53045 Phone: (262) 754-5504, Ext. 105

[email protected] ameripriseadvisors.com/rick.a.napholz An Ameriprise Platinum Financial Services® practice. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

FS 16 — Five Star award information: www.fivestarprofessional.com

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Balance | The Proven Approach To Investing

• Find your optimal mix — proprietary approach to asset allocation

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• Lower your costs and risk — superior tax control and diversification

Left to right: Two-year winners Alan Purintun and Bob Phelps

Oarsman Capital managers have more than a 100 years of collective investment experience focused on delivering the results clients expect from their investments. Oarsman Capital’s CORE+ approach combines a core portfolio of individual stocks and bonds with complementary holdings of mutual funds and ETFs. The Oarsman approach harnesses the cost and tax efficiency of individual securities, while gaining diversification and return potential from asset classes such as non-U.S. stocks, real estate, commodities and high-yield/hybrid securities.

• Focus on your needs — each account customized for you Alan Purintun, CFA®; Bob Phelps, CFA®

759 North Milwaukee Street, Suite 605 Milwaukee, WI 53202 Phone: (414) 221-0081

[email protected] • [email protected] www.oarsman.net

James R. Petrie and Laura J. Petrie Petrie & Stocking S.C.

• Estate and trust planning since 1895 • Teamwork, client service, integrity • AV-rated law firm

Left to right: Three-year winners James Petrie and Laura Petrie

We emphasize planning for the prompt and efficient transfer of property during life and after death, while minimizing taxes. Our estate-planning team carefully tailors each plan to our clients’ individual needs. We are committed to providing quality legal services and building long-term client relationships. In fact, a number of our current clients are the fourth and fifth generations of families Petrie & Stocking has served over the years.

111 East Wisconsin Avenue, Suite 1500 Milwaukee, WI 53202 Phone: (414) 276-2850

[email protected] www.petriestocking.com

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2012 Five Star Wealth Managers

Oarsman Capital Team

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2012 Five Star Wealth Managers

Richard N. Reinbold

Helping You Advance, Protect, Achieve

• Asset management

• Collaborative tax and estate planning

• Retirement plans for personal and business Title: President

Left to right: 2009 winner Brian D. Cayon and three-year winner Richard N. Reinbold

Since 1983, we've helped individuals, families and business owners clarify their personal vision and make wise financial decisions. Our disciplined, proactive investment process focuses on protecting your assets with a strong sell discipline and strategies to grow your portfolio, supported by our core values of integrity, passion and exceptional service. Our clients enjoy a feeling of family, and we make sure the relationship works for everyone.

Credentials: ChFC®, CLU®, CASL®

6944 North Port Washington Road Milwaukee, WI 53217 Office: (414) 247-1884 [email protected] www.centwealthmanagement.com

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Cent, Inc. is a Wisconsin-Registered Investment Advisory Firm. Cent is a Cent, Inc. Company. Not FDIC insured. Not bank guaranteed, may lose value, including loss of principal. Not insured by any state or federal agency.

Richmond Investment Services Team We Believe Capital Will Go Where It Is Treated Best

• John R. Richmond, ChFC®, CLU®, four-year winner • Matthew R. Richmond, MBA, three-year winner • Peggy Boris, two-year winner Titles: LPL Financial Advisors

Left to right: Three-year winner Matthew R. Richmond, four-year winner John R. Richmond and two-year winner Peggy Boris

Our independence allows us to address clients’ needs by using high-quality products from a multitude of carriers. We also work in the fee-based model and build portfolios with cutting-edge tools available in today’s market place. Our feebased clients also appreciate proactive changes designed to generate results, not commissions.* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers. Matthew, John and Peggy are all 2012 award recipients.

RICHMOND Investment Services LLC Comprehensive Planning & Management

7105 West Mequon Road P.O. Box 343 Mequon, WI 53092 Office: (262) 242-4200

www.RichmondIS.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. *Transaction charges may apply.

FS 18 — Five Star award information: www.fivestarprofessional.com

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Committed to Your Success

• Personalized, comprehensive • Integrity, strong values

• Full-service, professional advice

Left to right: Ron Leipzig, four-year winner Charles P. Albrecht, three-year winner Joseph Rifelj and James A. Cotturone, Jr.

More than a combined 90 years of experience. Helping clients face the challenges of today while preparing for the future. Providing investment planning. Proactive client interaction. Leading clients from a variety of backgrounds to help them accumulate wealth while managing their risk and helping them find the opportunities in the current marketplace. To learn more about how we can assist you, please don’t hesitate to contact us.

Charles P. Albrecht, CIMA®, Senior Vice President – Investments; Joseph Rifelj, Senior Vice President – Investments; James A. Cotturone, Jr., CFP®, CRPC®, Financial Advisor; Ron Leipzig, Senior Registered Client Associate

Albrecht-Rifelj Wealth Management Group of Wells Fargo Advisors 111 East Kilbourn Avenue, 24th Floor Milwaukee, WI 53202

Phone: (414) 283-8950 • Phone: (414) 283-8949 [email protected] [email protected]

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0412-3903 4/26/12].

George R. Stewart and Brian Magennis

Congratulations to ING — Milwaukee

• Wealth management strategies • Highly personalized service • Retirement planning

Left to right: Five Star award winner Brian Magennis, Nancy Birk, Patti Gilgaren and Five Star award winner George R. Stewart

We pride ourselves on being a group of financial professionals who put the interest of our clients first. Our team provides a full range of financial services and investment solutions. For decades, we have helped our clients identify their retirement needs and provided innovative solutions to meet those needs.

Credentials: George Stewart, CLU®, ChFC®, CFS®; Brain Maggenis, CFS®

ING Financial Partners

10700 West Research Drive, Suite 190 Milwaukee, WI 53226 Phone: (414) 256-2172 [email protected]

Registered Representatives of and securities and investment advisory services offered through ING Financial Partners (Member SIPC).

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2012 Five Star Wealth Managers

Joseph Rifelj Charles P. Albrecht

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2012 Five Star Wealth Managers

Storm, Balgeman, Miller & Klippel Team More Than 60 Years of Combined Experience

• Providing personal attention to your concerns

• Committed to building lasting relationships by providing quality legal services • AV-rated firm, recognizing ethics and ability as voted upon by peers

Focus: Counseling small businesses, estate planning and trusts, including special needs trusts and elder law

Left to right: Four-year winner Tom Balgeman, Terry J. Klippel, Patrick R. Oszewski and two-year winner Robert Storm

Robert Storm has provided representation in numerous transactions involving the acquisition or sale of a business for more than 32 years. The total value of these transactions has exceeded $500,000,000 and has involved diverse industries and service businesses. An important adjunct to his practice has been his representation of business owners in connection with their succession planning and estate-planning needs. Thomas Balgeman has practiced law for more than 25 years. Prior to that, he worked with a large national accounting firm’s tax department. His practice has concentrated in the area of estate planning, probate and Title XIX planning. His background as a certified public accountant is important to him in connection with the financial analysis he can provide to clients.

Storm, Balgeman, Miller & Klippel, S.C. 1011 North Mayfair Road, Suite 200 Wauwatosa, WI 53226

Phone: (414) 453-8500 • Fax: (414) 453-0604

[email protected] • [email protected] [email protected] • [email protected]

Carl W. Baehr

Kathy Berndt

4811 S 76th St., Ste. 315 Greenfield, WI 53220 Phone: (414) 817-9344 [email protected]

Putting Clients First Since 1991

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Franklin Financial Planning

2511 N 124th St., Ste. 206 Brookfield, WI 53005 Office: (262) 785-6160 Fax: (262) 785-6162

Plan for Your Financial Destiny

• Investment management: customized portfolio • Retirement planning: IRAs and 401(k)s • Estate planning: probate and T19 planning

• The best time to retire • Sources of income in retirement • Health and senior living options

Title: Financial Representative

Credential: Chartered Advisor for Senior Living®

Credentials: CEP®, CSA*

Carl has grown his business by putting his clients first. His active listening skills help uncover his clients’ true objectives, risk tolerance and goals. Carl, being an independent financial representative, can utilize the most appropriate investments for each client’s circumstances. Putting clients’ concerns ahead of his own has earned Carl a reputation for being trustworthy amongst his clients. Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. *The CSA designation alone does not imply expertise in financial matters.

FS 20 — Five Star award information: www.fivestarprofessional.com

Thank you to my clients for your recognition. It is an honor to be working with you. I appreciate the trust you have placed in me and thank you in advance for sending family and friends like you! Registered Representative offering securities through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Services, Inc. Five Star Wealth Managers do not pay a fee to be included in the research of the final list. The overall survey score reflects an average of all respondents and may not be representative of any one evaluation.

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David A. Gwidt

Fleck Estate Planning

Wells Fargo Advisors, LLC

7269 Hwy. 60 Cedarburg, WI 53012

10345 N Port Washington Rd. Mequon, WI 53092

Phone: (262) 376-2222

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fl[email protected]

Direct: (262) 241-2248 Toll-free: (800) 876-7741

[email protected] www.sensibleinsights.com

Helping You Protect Your Family

• Quality personalized estate planning • Caring and knowledgeable experience • Complimentary initial consultation

• Comprehensive wealth management • 24 years of experience • Committed to high-quality service

Kenneth M. Fleck: Emeritus President – Wisconsin Counsel of Estate Planning Attorneys

Senior Vice President – Investments

Email for your free copy of my estate planning book “Your Life, Your Legacy — The Fundamentals of Effective Estate Planning.”

Practice Areas: Estate and Charitable Planning, Irrevocable Trusts, Special Needs Trusts, Medicaid and Veterans Planning.

I want to thank my clients who have worked with me over the past 24 years. They have given me the tremendous responsibility of helping them manage their investments, which took a lifetime to accumulate. The past 12 years have been a challenging period for even the most seasoned investors. Successful investing during these times requires a well-thought-out plan and conscientious implementation.

Fleck Law: Estate Planning You Can Have Faith In.

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-0661].

Maureen E. Hansen

Michael R. Shannon

18650 W Corporate Dr., Ste. 200 Brookfield, WI 53045 Direct: (262) 923-5180 Office: (262) 641-6888 [email protected] www.svaplumb.com

N17 W24222 Riverwood Dr., Ste. 150 Waukesha, WI 53188 Office: (262) 523-8397 [email protected]

A Wealth of Service

Integrity and More Than 20 Years of Experience

• Comprehensive financial planning • Fee-only asset management • Exceptional personal service

• Comprehensive wealth management • Personally tailored investment management • Retirement income planning

Title: Senior Wealth Manager

Areas of Focus: Wealth Management and Retirement Planning

Chartered Life Underwriter (CLU)®

CFP®, Financial Advisor, Wis. Life, Annuity and Long-Term Care Licensed

With more than 20 years of experience, Maureen has built a solid foundation to serve her clients. Her philosophy is to help secure her clients' assets, lifestyle and income so that retirement can be enjoyed without financial stress. Whether she prepares a customized plan, develops a personalized budget, manages investments or collaborates with other trusted advisers, she wants her clients to succeed and feel empowered in the process of achieving their financial goals.

Mike, a CERTIFIED FINANCIAL PLANNER™ practitioner and First Vice President with more than 20 years of experience in the financial services industry, understands the dynamic relationship that exists between your goals, investment diversification and risk management. Call Mike for a personalized review.

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process.

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

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2012 Five Star Wealth Managers

Kenneth M. Fleck

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411 E Wisconsin Ave., Ste. 2200 Milwaukee, WI 53202 Phone: (414) 226-3052 Toll-free: (800) 558-7505 [email protected] fa.smithbarney.com/the411groupsb

“Respect people’s savings and how hard they worked for it.”

— Five Star award winner

Advice That Puts You First

• Comprehensive financial planning • Customized portfolio management • Personalized service

Titles: Financial Advisor, Portfolio Manager

You’ve been successfully accumulating assets your entire life, and now it’s up to me to help you capitalize on that success. Whether you’re looking for ways to fund college for your children or grandchildren, maintain your standard of living in retirement, or deal with the financial issues of divorce or caring for an aging parent, the relationship you have with me encompasses all of that and more, for my one and only goal is to help you achieve yours. © 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

Laurie Aleksandrowicz

A to Z Financial Planning LLC 7071 S 13th St., Ste. 104 Oak Creek, WI 53154 Office: (414) 856-9800 Toll-free: (866) 688-7568 [email protected] www.a2zplanning.com

As an independent financial advisor, Laurie provides personalized solutions for your investment and retirement goals using feeonly investments. Laurie and her staff provide confidential and customized management of your portfolio while answering your financial questions from A to Z.

Blanche Berenzweig

Daniel G. Gundrum

1001 W Glen Oaks Ln., Ste. 108 Mequon, WI 53092 Office: (262) 241-7888

Robert W. Baird & Company 777 E Wisconsin Ave. Milwaukee, WI 53202 Office: (414) 765-1465 [email protected]

[email protected]

www.jkinvestmentgroup.com President, CFP®

Tw W o-Y in ea ne r r

Tw W o-Y in ea ne r r

2012 Five Star Wealth Managers

Joseph C. Wilson

Private Wealth Management, CERTIFIED FINANCIAL PLANNER™

As a financial planner, I have been working with my clients, helping them to develop individual portfolios based on their everchanging tolerance to risk, changing needs for growth or income, or a combination of both. Mutual trust is the basis of our success.

Dan believes relationships are built through integrity, honor and trust. With an emphasis on solutions, not products, he helps his clients through a unique planning experience that moves clients toward their financial goals and long-term objectives.

Securities offered through Securities America, Inc., Member FINRA/ SIPC and advisory services offered through JK Investment Group, Inc. JK Investment Group, Inc. and Securities America are unaffiliated.

Member SIPC.

Find a financial planner who will take the time to educate you, eliminate the mystery and put you on the correct path. — Five Star award winner

FS 22 — Five Star award information: www.fivestarprofessional.com

© F ve ar ro S i © F ve tar Pro S f i P © F ve tar ro ess i S f ive ta Pro ess Fiv St r P fe io e S ar P rof ssio na e t n s a r e S r P of sio al tar ro ess na i f Pr es on l Special Advertising Section ­

Jones Law Offices 10303 N Port Wash. Rd. Mequon, WI 53092 Phone: (262) 240-9899 [email protected] www.cwjones.com

Gordon R. Knutson

Gregory A. Kostka

W233 N2080 Ridgeview Pkwy., 1st Fl. Waukesha, WI 53188 Toll-free: (800) 236-2776 [email protected]

411 E Wisconsin Ave., Ste. 2200 Milwaukee, WI 53202 Office: (414) 226-3007 [email protected]

Title: First Vice President, Financial Advisor

We take the time to understand each client’s personal concerns and objectives. Our clients make well-informed decisions in a professional, friendly atmosphere. We use our knowledge and expertise to provide practical and effective solutions. Your calls and questions are always welcome.

Your investment choices and financial stability don’t make you who you are, but they do provide a solid foundation for your life. Gordon has been helping his select family of clients make solid investment choices for more than three generations.

Susan Simon

[email protected]

www.wfadvisors.com/susan.simon Title: Associate Vice President – Investment Officer

Providing my clients with trusted advice and exceptional service for more than 15 years. I focus on retirement income strategies, portfolio management and estate strategies. Please call me to discuss your financial situation. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-1610].

Pamela Stubler

5901 Durand Ave. Racine, WI 53406 Office: (262) 554-3939 Toll-free: (877) 295-1531

Creates disciplined portfolio solutions designed to meet specific and often unique client investment objectives.

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

B.C. Ziegler and Company | Member SIPC & FINRA.

Wells Fargo Advisors, LLC 9130 W Loomis Rd., Ste. 1000 Franklin, WI 53132 Direct: (414) 425-1005

Financial Planning Specialist, Associate Vice President, Financial Advisor

John A. Stocking

Respect people’s savings and how

111 E Wisconsin Ave., Ste. 1500 Milwaukee, WI 53202 Office: (414) 276-2850 [email protected] www.petriestocking.com Shareholder, Officer and Director

hard they

Forty-six years of experience giving asset transfer advice. Minimize costs, taxes and delays. Special interest in using trusts to help families include a loved one with disabilities in their plan without losing that loved one's eligibility for medical assistance and Social Security insurance.

worked for it.

— Five Star award winner

Richard Von der Linde

Darryl S. Witkowski

Waukesha, WI 53188 Office: (262) 523-8307 [email protected]

Wells Fargo Advisors, LLC 9130 W Loomis Rd., Ste. 1000 Franklin, WI 53132 Direct: (414) 425-1007

[email protected] Title: Vice President

morganstanleysmithbarney.com Titles: Vice President, Financial Advisor

As a trusted advisor for 20 years, Pam has helped clients meet their financial goals by providing comprehensive planning and investment solutions with a long-term personalized approach.

Plan! You are distinctly different from the next investor. Yo u r g o a l s a n d a s p i r a t i o n s a r e m y motivations to help you build a successful financial strategy.

Registered Representative, Investment Advisor Representative, INVEST Financial Corporation (INVEST), member FINRA, SIPC, and a registered investment advisor. Invest is not affiliated with Johnson Investment Services.

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

[email protected]

wfadvisors.com/darryl.witkowski Title: Financial Advisor

R e s p e c t e d i nv e s t m e n t p r o fe s s i o n a l committed to helping clients achieve their financial goals and dreams. Focuses on retirement and estate strategies.

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-1520].

www.fivestarprofessional.com: Five Star award information — FS 23

2012 Five Star Wealth Managers

Charles Jones