Rozman Wealth Management Announces Two FIVE STAR Wealth Manager Award Winners

July 13, 2011

Kurt Rozman, president of Rozman Wealth Management, announces Andrew LaFontain, Vice President and Paul Serdynski, Financial Advisor & CFP® honored as 2011 Five Star Wealth Managers by Milwaukee Magazine. Both LaFontain and Serdynski received their awards in the overall satisfaction category.

 

“I continue to be impressed by the level of talent and compassion our associates bring to their client relationships and to our team at Rozman Wealth Management,” said president, Kurt Rozman. “To be associated with an exclusive group of ‘Five Star Achievers’ is a privilege.”

 

Serdynski is a second year award winner. He obtained his CFP® certification from the College of Financial Planning. He specializes in assisting clients by identifying and prioritizing their needs and goals, and works closely with them to achieve their financial goals.

 

LaFontain received his MBA from UW-Milwaukee, and is instrumental in matching the investment needs of prospective clients with our experienced professionals in both investment and tax planning strategies.

 

The Five Star Wealth manager Survey was conducted by Crescendo, as an independent third-party research firm. They surveyed more than 50,000 consumers of the magazine and 7,000 Financial Service Professionals to evaluate the 7,600 candidates in the Milwaukee area as the 2011 FIVE STAR Wealth Managers scoring highest in overall satisfaction. The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction. After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection. Only wealth managers with five years of experience in the financial services industry are considered. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients. The rating is not indicative of the financial advisor’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Please keep in mind that working with a FIVE STAR Wealth Manager is not guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future. For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch.

 

Rozman Wealth Management’s innovative private wealth management services help our clients prepare for life’s inevitable changes. We help affluent families with financial services such as retirement and inheritance, investment planning, tax reduction strategies, wealth management and wealth preservation. Kurt Rozman has been President of Rozman Wealth Management for 10 years and has 20 years experience in the brokerage industry. He has been awarded and recognized for his standards of client satisfaction throughout his career.

 

For more information on Rozman Wealth Management, Kurt Rozman, Andrew LaFontain and Paul Serdynski, CFP® visit www.rozmanwealth.com.

 

About Wells Fargo Advisors Financial Network:

With more than $1.2 trillion in client assets as of March 31, 2011, Wells Fargo’s brokerage businesses comprise 15,236 full-service financial advisors and 3,958 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states, the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With approximately 280,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked No. 19 on Fortune’s 2009 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.

Securities and Insurance Products:

Not Insured by FDIC or any Federal Government Agency. May Lose Value. Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate.

 

 

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