Our Four Pillars
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Best-in-State Wealth Advisor*
Rick Salus was named by Forbes to their annual Best-in-State Wealth Advisors list in both 2019 and 2020. |
Five Star Wealth Advisor**
For the years 2012-2016; 2019-2022, Rick Salus was named a Five Star Wealth Manager by St. Louis Magazine.
Platinum Council***
Curt Kruse and Rick Salus have both been named to the Wells Fargo Advisors Platinum Council from 2008-2023.
* The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
** The Five Star Wealth Manager award was issued on 10/01/2022 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/22/2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2418 St. Louis-area wealth managers were considered for the award; 158 (7% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 10/01/2021 by Five Star Professional (FSP) for the time period 12/28/2020 through 08/06/2021. 2,683 St. Louis-area wealth managers were considered for the award; 164 ( 6% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 10/01/2020 by Five Star Professional (FSP) for the time period 01/06/2020 through 08/07/2020. 2,431 St. Louis-area wealth managers were considered for the award; 170 ( 7% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 10/01/2019 by Five Star Professional (FSP) for the time period 01/14/2019 through 08/07/2020. 2,481 St. Louis-area wealth managers were considered for the award; 185 ( 7% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 09/01/2016 by Five Star Professional (FSP) for the time period 03/03/2016 through 08/22/2016. 1,427 St. Louis-area wealth managers were considered for the award; 324 ( 23% of candidates) were named 2016 Five Star Wealth Managers.
Award issued on 10/01/2015 by Five Star Professional (FSP) for the time period 02/16/2015 through 08/11/2015. 2,194 St. Louis-area wealth managers were considered for the award; 358 ( 16% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 02/01/2014 by Five Star Professional (FSP) for the time period 02/16/2013 through 08/11/2013. 1,401 St. Louis-area wealth managers were considered for the award; 389 ( 28% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 02/01/2013 by Five Star Professional (FSP) for the time period 02/16/2012 through 08/11/2012. 1,726 St. Louis-area wealth managers were considered for the award; 485 ( 28% of candidates) were named 2013 Five Star Wealth Managers.
Award issued on 02/01/2012 by Five Star Professional (FSP) for the time period 02/16/2011 through 08/11/2011. 1,800 St. Louis-area wealth managers were considered for the award; 455 ( 25% of candidates) were named 2012 Five Star Wealth Managers.
*** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
** The Five Star Wealth Manager award was issued on 10/01/2022 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/22/2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2418 St. Louis-area wealth managers were considered for the award; 158 (7% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 10/01/2021 by Five Star Professional (FSP) for the time period 12/28/2020 through 08/06/2021. 2,683 St. Louis-area wealth managers were considered for the award; 164 ( 6% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 10/01/2020 by Five Star Professional (FSP) for the time period 01/06/2020 through 08/07/2020. 2,431 St. Louis-area wealth managers were considered for the award; 170 ( 7% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 10/01/2019 by Five Star Professional (FSP) for the time period 01/14/2019 through 08/07/2020. 2,481 St. Louis-area wealth managers were considered for the award; 185 ( 7% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 09/01/2016 by Five Star Professional (FSP) for the time period 03/03/2016 through 08/22/2016. 1,427 St. Louis-area wealth managers were considered for the award; 324 ( 23% of candidates) were named 2016 Five Star Wealth Managers.
Award issued on 10/01/2015 by Five Star Professional (FSP) for the time period 02/16/2015 through 08/11/2015. 2,194 St. Louis-area wealth managers were considered for the award; 358 ( 16% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 02/01/2014 by Five Star Professional (FSP) for the time period 02/16/2013 through 08/11/2013. 1,401 St. Louis-area wealth managers were considered for the award; 389 ( 28% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 02/01/2013 by Five Star Professional (FSP) for the time period 02/16/2012 through 08/11/2012. 1,726 St. Louis-area wealth managers were considered for the award; 485 ( 28% of candidates) were named 2013 Five Star Wealth Managers.
Award issued on 02/01/2012 by Five Star Professional (FSP) for the time period 02/16/2011 through 08/11/2011. 1,800 St. Louis-area wealth managers were considered for the award; 455 ( 25% of candidates) were named 2012 Five Star Wealth Managers.
*** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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