Five Star Wealth Manager AwardSubmitted by Grunden Financial Advisory, Inc on August 5th, 2015
Denton, TX – Ricky Grunden, Sr., president and CEO of Grunden Financial Advisory, Inc., and Dave Ragan, Senior Financial Planning Specialist, have been awarded the Dallas/Fort Worth region recipients of the 2015 Five Star Wealth Manager award. This is Grunden’s seventh year in a row and Ragan’s third. The award winners appear in a special section in the August issue of Texas Monthly (Dallas/Fort Worth region).
Five Star Professional partnered with Texas Monthly (Dallas/Fort Worth region) to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that were associated with wealth managers who provide quality services to their clients.
Award candidates were identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Five Star Professional relied on internal and external research data, including a survey of registered financial services professionals and identified financial service companies in the Dallas/Fort Worth area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 40 markets across the United States and now Canada. Five Star Professional was founded in 2003 and is based in Minneapolis. www.fivestarprofessional.com
Grunden Financial Advisory, Inc. is an investment consulting and wealth management firm with services tailored to successful Denton families. Our mission is to deeply understand our clients and then provide the leadership to develop and execute well thought out personal investment and wealth management strategies that deliver complex financial solutions in a simple, understandable way. Grunden serves more than 130 clients and manages assets of $137 million. www.grunden.com.