Ricky Grunden, Sr. and Dave Ragan named 2014 Five Star Wealth Managers in Texas MonthlySubmitted by Grunden Financial Advisory, Inc on July 21st, 2014
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 2014 Five Star Wealth Manager award. This is Grunden’s sixth year in a row and Ragan’s second. 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. Fewer than four percent of the wealth managers in the Dallas/Fort Worth area were selected.
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 to more than 14,200 registered financial services professionals and all 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 45 markets across the United States and now Canada. Five Star Professional was founded in 2003 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com.
Grunden Financial Advisory, Inc. is an investment consulting and wealth management firm with services tailored to successful North Texas families. Grunden serves more than 120 clients and manages assets of $130 million. More information can be found on the company’s website at www.grunden.com.