2020 Five Star Wealth Manager Award

Nate Kosman and Ryan Antepenko

 

Nathan Kosman and Ryan Antepenko of The Rosselot Financial Group Honored with the 2020 Five Star Wealth Manager Award
Nathan Kosman and Ryan Antepenko of The Rosselot Financial Group Honored with the 2020 Five Star Wealth Manager Award

Nathan Kosman and Ryan Antepenko named two of Cincinnati’s outstanding wealth managers.
 

Cincinnati, OH – Five Star Professional is pleased to announce Nathan Kosman and Ryan Antepenko, of The Rosselot Financial Group, have been chosen as two of Cincinnati’s Five Star Wealth Managers for 2020. This is their 9th consecutive year achieving this award.

“Our business is built on 3 main principles: Family, Growth and Service. We want our clients to feel as though they are a part of our family and provide service that exceeds their expectations. Our financial planning philosophy can be summed up in our tag line, Live for Today, Prepare for Tomorrow, and Plan for Life,” states Ryan Antepenko.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. Nathan Kosman and Ryan Antepenko will be featured along with other award winners, including James Stewart of The Rosselot Financial Group, in a special section of the October issue.

“To help people reach their goals. Not just their financial goals, but their life goals. We develop deep relationships with our clients and get to know them on a more intimate level. This allows us to better help them plan for the rest of their lives,” says Nathan Kosman.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

Nate and Ryan are Registered Representatives, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

About the research process:

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

The nomination and pre-qualification process is designed to identify the broadest possible population of high-quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliant review.

Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Click here to review the current programs research details.

James Stewart

 

James Stewart of The Rosselot Financial Group Honored with the 2020 Five Star Wealth Manager Award
James Stewart of The Rosselot Financial Group Honored with the 2020 Five Star Wealth Manager Award

James Stewart named one of Cincinnati’s outstanding wealth managers.
 

Cincinnati, OH – Five Star Professional is pleased to announce James Stewart, of The Rosselot Financial Group, has been chosen as one of Cincinnati’s Five Star Wealth Managers for 2020.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. James Stewart will be featured along with other award winners, including Nathan Kosman and Ryan Antepenko of The Rosselot Financial Group, in a special section of the October issue.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

James Stewart is a Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

About the research process:

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

The nomination and pre-qualification process is designed to identify the broadest possible population of high-quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliant review.

Five Star Professional’s research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Click here to review the current programs research details.

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