Pete Schlicht, a Financial Advisor and Associate Vice President of Amerprise Financial Services Inc., was recognized in the July issue of the Pittsburgh Magazine as a 2013 Five Star Wealth ManagerSM. Pete was named a Five Star Wealth ManagerSM in 2012 as well. He is employed at the firm’s Sewickley PA office. The Five Star award is reserved for the top wealth managers in the Pittsburgh PA metropolitan area which is based on objective criteria for customer service, knowledge, overall satisfaction, among others. This recognition demonstrates his commitment to his clients and his profession, symbolizing the integrity, knowledge and service excellence. Pete is a 28 year resident of Sewickley. He has served his community as a Sewickley Borough Council and member of the board of directors at the Sewickley YMCA. He currently serves as president of the board of directors for the Sweetwater Center for the Arts. Pete has also served the Pittsburgh region as a member of the board of directors and treasurer of the Three Rivers Rowing Association. Pete’s hometown is Butler PA.
For more information contact: Pete Schlicht Cell 412-418-6673Fax 412-741-1910Email firstname.lastname@example.org # # # The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 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 (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 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. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.