A quick breakdown about the Minneapoliswmg.com website can be found further down:
Aspect | Summary |
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Website load speed: | 1.7844s this is quite good! |
Number of (outgoing) links: | 34 |
HTML size: | 32 kilobytes Good |
meta-tag viewport | width=device-width, initial-scale=1 |
meta-tag Description | Minneapolis Wealth Management Group is a team of Financial Advisors with Wells Fargo Advisors, LLC. Sharon Krumme and Reggie Boyle have a combined 70+ years of experience in the financial services industry. As a tenured practice within Wells Fargo Advisors, we work closely with our clients to help them succeed in attaining their financial goals. We believe comprehensive wealth management is much more than just investment management. With over 70 years experience we will share our insight and knowledge to communicate with you to understand what your goals and priorities are, anticipate your needs for the future and work toward maximizing your financial opportunities.With our clients' confidence and trust, we put communication, reliability and pride in preserving and growing your wealth while specifically serving you and your family for generations.That is our pledge to you. We look forward to meeting you. • The FIVE STAR Program and its research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. For additional information regarding the SEC’s guidelines, you may wish to reference the SEC’s DALBAR and Investment Advisor Association No-Action Letters. • We ask, by mail and by phone, up to 200,000 consumers and reader’s of the magazine (depending on the market size) to evaluate “wealth managers” in the market area. Up to 10,000 financial service professionals (depending on the market size) are also asked to evaluate wealth managers in the market area. On the surveys, respondents are asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Each respondent may evaluate up to three wealth managers. • After the evaluation surveys are received each wealth manager receives a preliminary score based on their evaluations. Both favorable and unfavorable evaluations are incorporated into the evaluation score. • Each wealth manager is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA and other regulatory agencies. • We then compile a list of the top scoring wealth managers – representing less than 7% of the wealth managers in the market – which we forward on to the Blue Ribbon Panel for review. Only wealth managers with five years of experience in the financial services industry are considered. The Blue Ribbon Panel is comprised of individuals from within the financial services industry. Each Blue Ribbon Panelist reviews a partial list of wealth managers and is asked to indicate which wealth managers they believe are undeserving of the best in client satisfaction distinction and to add wealth managers they believe are deserving, but are not on their partial list. Checks and balances are in place to avoid conflicts of interest; specifically, panelists remain anonymous, only receive a portion of the nominee list and, in most cases, cannot add or remove a wealth manager by themselves. • Finally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g. FINRA or other regulatory agency) and that they have no customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them and they have been actively employed in the financial services industry for a minimum of five years. (a) (a) This certification is part of the Business Contact Confirmation Form that wealth managers are required to fax back to Crescendo. (1) Crescendo Business Services Crescendo Business Services LLC. (Crescendo), a Minneapolis, MN based company, working with city and regional magazines, presents the FIVE STAR: Best in Client Satisfaction award to professionals in many industries, and in many markets. This award is given to just 7% of all professionals within a specific industry and market area. As an independent third party, Crescendo gives the FIVE STAR award in order to assist consumers in selecting a service professional other consumers have indicated provide exceptional client satisfaction. Research - evaluation/selection methodology summary (2) Barron’s Winner’s Circle is an organization independent of the firms involved and does not receive compensation from the more than 100 participating firms or their affiliates, financial advisers or the media in exchange for ranking purposes. Each adviser on this year’s list was filtered down from a national list of nominees from securities firms, banks, independent firms and more. The Winner’s Circle team vetted each Series-7 registered adviser through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not a criteria; instead, the Winner’s Circle focuses on customer satisfaction and client retention. Barron’s is a registered trademark of Dow Jones, L.P. ; all rights reserved. The Winner’s Circle is a registered mark of Dow Jones & Co. Inc. For more information about the organization or to nominate an adviser, visit wcorg.com. — This list is being printed in the Oct. 31 issue of the Minneapolis/St. Paul Business Journal with permission by Barron’s Winner’s Circle, owners of the copyright, with the understanding that the Winner’s Circle registered trademark and copyrighted material and rights are protected. This may not be published outside the Business Journal without written consent from Barron’s Winner’s Circle. Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records. |
meta-tag robots | index,follow,noodp |
meta-tag Keywords | <p>Sharon Krumme, Reggie Boyle, Natalie Sweazey, Paige Krumme, Minneapolis Wealth Management, Minneapolis Wealth Management Group, Wells Fargo, Retirement Planning, Estate Planning, Five Star Professional, Wells Fargo Advisors, income in retirement, boutique advisory, financial advisor, money, investing, taxes and dividends, social security and your retirement, divorce and money, divorce and finances minneapolis, financial advice for widows minnesota, financial advice for divorcees minnesota, tax table, retirement income distribution, cash flow, income stream, beneficiary designations, financial clarity, financial abundance, financial goals</p> |
meta-tag og:type | website |
meta-tag HandheldFriendly | True |
meta-tag googlebot | index,follow |
meta-tag fb:admins | 100002829370061 |
meta-tag og:description | Minneapolis Wealth Management Group is a team of Financial Advisors with Wells Fargo Advisors, LLC. Sharon Krumme and Reggie Boyle have a combined 70+ years of experience in the financial services industry. As a tenured practice within Wells Fargo Advisors, we work closely with our clients to help them succeed in attaining their financial goals. We believe comprehensive wealth management is much more than just investment management. With over 70 years experience we will share our insight and knowledge to communicate with you to understand what your goals and priorities are, anticipate your needs for the future and work toward maximizing your financial opportunities.With our clients' confidence and trust, we put communication, reliability and pride in preserving and growing your wealth while specifically serving you and your family for generations.That is our pledge to you. We look forward to meeting you. • The FIVE STAR Program and its research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. For additional information regarding the SEC’s guidelines, you may wish to reference the SEC’s DALBAR and Investment Advisor Association No-Action Letters. • We ask, by mail and by phone, up to 200,000 consumers and reader’s of the magazine (depending on the market size) to evaluate “wealth managers” in the market area. Up to 10,000 financial service professionals (depending on the market size) are also asked to evaluate wealth managers in the market area. On the surveys, respondents are asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Each respondent may evaluate up to three wealth managers. • After the evaluation surveys are received each wealth manager receives a preliminary score based on their evaluations. Both favorable and unfavorable evaluations are incorporated into the evaluation score. • Each wealth manager is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA and other regulatory agencies. • We then compile a list of the top scoring wealth managers – representing less than 7% of the wealth managers in the market – which we forward on to the Blue Ribbon Panel for review. Only wealth managers with five years of experience in the financial services industry are considered. The Blue Ribbon Panel is comprised of individuals from within the financial services industry. Each Blue Ribbon Panelist reviews a partial list of wealth managers and is asked to indicate which wealth managers they believe are undeserving of the best in client satisfaction distinction and to add wealth managers they believe are deserving, but are not on their partial list. Checks and balances are in place to avoid conflicts of interest; specifically, panelists remain anonymous, only receive a portion of the nominee list and, in most cases, cannot add or remove a wealth manager by themselves. • Finally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g. FINRA or other regulatory agency) and that they have no customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them and they have been actively employed in the financial services industry for a minimum of five years. (a) (a) This certification is part of the Business Contact Confirmation Form that wealth managers are required to fax back to Crescendo. (1) Crescendo Business Services Crescendo Business Services LLC. (Crescendo), a Minneapolis, MN based company, working with city and regional magazines, presents the FIVE STAR: Best in Client Satisfaction award to professionals in many industries, and in many markets. This award is given to just 7% of all professionals within a specific industry and market area. As an independent third party, Crescendo gives the FIVE STAR award in order to assist consumers in selecting a service professional other consumers have indicated provide exceptional client satisfaction. Research - evaluation/selection methodology summary (2) Barron’s Winner’s Circle is an organization independent of the firms involved and does not receive compensation from the more than 100 participating firms or their affiliates, financial advisers or the media in exchange for ranking purposes. Each adviser on this year’s list was filtered down from a national list of nominees from securities firms, banks, independent firms and more. The Winner’s Circle team vetted each Series-7 registered adviser through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not a criteria; instead, the Winner’s Circle focuses on customer satisfaction and client retention. Barron’s is a registered trademark of Dow Jones, L.P. ; all rights reserved. The Winner’s Circle is a registered mark of Dow Jones & Co. Inc. For more information about the organization or to nominate an adviser, visit wcorg.com. — This list is being printed in the Oct. 31 issue of the Minneapolis/St. Paul Business Journal with permission by Barron’s Winner’s Circle, owners of the copyright, with the understanding that the Winner’s Circle registered trademark and copyrighted material and rights are protected. This may not be published outside the Business Journal without written consent from Barron’s Winner’s Circle. Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records. |
meta-tag og:title | <a href=index.cfm><img src=/files/38842/logo.png id=logo alt=Minneapolis Wealth Management of Wells Fargo Advisors /></a> |
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Current rating: | 134,116 spotted 3,744 days ago |
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Worst rating: | 134,300 spotted 3,764 days ago |
Best rating: | 134,096 spotted 3,745 days ago |
Average rating: | 134,208 |
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