Five Star Advisor: Kansas City Wealth Managers

Kansas City Wealth Managers

2015 Five Star Advisors: Kansas City Wealth Managers. Two of the firm’s advisors, Tim Wickey (Senior Advisor) and Sam Scott (President), were recently recognized as “Five Star” Kansas City Wealth Managers for 2015. They join Dave Scott (Chairman) as recipients of this recognition for best in client service and satisfaction, representing just 4% of all wealth managers in Kansas City.

Sunrise Advisors is a “fee-only” Registered Investment Advisor (RIA) in Leawood, Kansas (a suburb of Kansas City).

Disclosure: Five Star Kansas City Wealth Manager Selection
Award candidates will be evaluated on 10 objective eligibility and evaluation criteria.  Only those who meet the criteria will be selected as a Five Star Wealth Manager:

1. Credentialed as an investment advisor representative or a registered investment advisor
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3. Favorable regulatory and complaint history review
4. Fulfilled their firm review based on internal firm standards
5. Accepting new clients
6. One-year client retention rate
7. Five-year client retention rate
8. Non-institutional discretionary and/or non-discretionary client assets administered
9. Number of client households served
10. Education and professional designations

 

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