David Beutler Named a Five Star Wealth Manager
David Beutler, Senior Vice President - Investments, The Beutler Financial Group of Wells Fargo Advisors, has been named a 2012 Five Star Wealth Manager
Orland Park, IL (PRWEB) October 31, 2012
David Beutler, Senior Vice President - Investments, The Beutler Financial Group of Wells Fargo Advisors, has been named a 2012 Five Star Wealth Manager. The award is presented by Five Star Professional and reflects Beutler's success and dedication to his industry.
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality service to their clients. Fewer than seven percent of wealth management professionals in Illinois receive this award annually.
Award candidates were identified by one of three sources: firm nomination, peer nomination or prequalification. Five Star Professional relied on internal and external research data, including a survey to more than 2,200 registered financial services of professionals and all identified 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 action as reported by regulatory agencies. The services offered by wealth managers are very broad; only wealth managers with five years of experience in financial services, accounting or legal professions are considered.
About The Beutler Financial Group of Wells Fargo Advisors
The Beutler Financial Group of Wells Fargo Advisors represents more than 50 years of combined experience in the financial markets. We focus our practice in the areas of Wealth Management, Investment Planning, Retirement Planning, and Trust Management. As part of Wells Fargo Advisors, we are backed by the third largest brokerage business, as of June 30, 2012, based on the number of financial advisors. Visit our website at http://www.beutlerfinancial.com/.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of September 30, 2012, Wells Fargo provides investment advice and guidance to clients through 15,167 full-service financial advisors and 3,110 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and 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. http://www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 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 has offices in more than 35 countries to support the bank's customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune's 2012 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.
Investment 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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Disclosure: 2012 Survey conducted by Five Star Professional, an independent third-party research firm, which received more than 2,200 nominations among all wealth managers in the Illinois area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. David Beutler was named a 2012 Five Star Wealth Manager, and is among the less than 7% of total wealth managers in the area to achieve this status. The Five Star award is not indicative of the wealth manager's future performance. For more information, http://www.fivestarprofessional.com/2012/research.php.
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