2021 Five Star Wealth Manager Award

Nathan Kosman, Ryan Antepenko, James Stewart, and Jose Chavéz of The Rosselot Financial Group Honored with the 2021 Five Star Wealth Manager Award

 

2021 Five Star Wealth Manager Award

Cincinnati, OH – Five Star Professional is pleased to announce Nathan Kosman (10th year), Ryan Antepenko (10th year), James Stewart (9th year), and José Chavez (1st year) of The Rosselot Financial Group, have each been chosen as one of Cincinnati’s Five Star Wealth Managers for 2021.

Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients. Nate, Ryan, James, and José will be featured along with other award winners 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.

Nathan Kosman, Ryan Antepenko, James Stewart, and José Chavez are Registered Representatives, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representatives 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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