Gary Dunco, Saukville Resident, Achieves Ameriprise Circle of Success Recognition, Five Star Wealth Management Award

Brookfield, Wis. – May 20, 2015 – Gary Dunco, CFA®, CFP®, CRPC®, APMA®, a Private Wealth Advisor with Ameriprise Financial, has qualified for the company’s 2014 Circle of Success annual recognition program, and will be honored for the achievement in 2015.

To earn this achievement, Dunco, a Saukville resident, established himself as one of 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.

Dunco has also been named a recipient of the 2014 Five Star Wealth Manager award by Five Star Professional, his fourth such honor. 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.

To receive the 2014 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.

As a Private Wealth Advisor with Dunco, Braun & Associates, a financial advisory practice of Ameriprise Financial Services Inc., Dunco focuses on helping his clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Gary Dunco at 16650 W. Bluemound Road, Suite 800, Brookfield, or by phone at (262) 785-1010.

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 or http://www.ameripriseadvisors.com/gary.b.dunco/.

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.

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