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Neighbor News

Three Brookfield Ameriprise Advisors Achieve Circle of Success Recognition

Honor recognizes advisors' exceptional commitment to financial planning and superior client service

Brookfield, Wis. – May 20, 2015 – Three financial advisors with Ameriprise Financial have qualified for the company’s 2014 Circle of Success annual recognition program, and will be honored for the achievement in 2015.

Bob DiDonato, CIMA®, Gary Dunco, CFA®, CFP®, CRPC®, APMA®, and Tom Hille, CFP®, were recognized with the Circle of Success honor. To earn this achievement, they established themselves as among the company’s top advisors by consistently demonstrating exceptional commitment to financial planning and superior client service. Only a select number of high-performing advisors earn this distinction.

DiDonato, Dunco and Hille are based in the Ameriprise Financial office at 16650 W. Bluemound Road, Suite 800, Brookfield.

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In addition, all three advisors were recently named recipients of the 2014 Five Star Wealth Manager award by Five Star Professional. The award goes to less than 7 percent of the wealth managers in the region based on research administered by Five Star Professional, a third-party research firm.

At Ameriprise Financial, we have been helping people feel confident about their financial future for 120 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.

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About the research process:
The FIVE STAR Wealth Manager Program (“Program”) research was conducted between October and December of 2014. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: http://www.fivestarprofessional.com/wm2013researchoverview.htm

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

© 2015 Ameriprise Financial, Inc. All rights reserved.

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