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Minneapolis Wealth Management Groupof Wells Fargo Advisors
www.minneapoliswmg.com/
Minneapolis Wealth Management Group is a team of Financial Advisors with Wells Fargo Advisors, LLC. Sharon Krumme and Robert Grant have a combined 65+ years ...

Minneapoliswmg.com

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Conversion Technology Metas Server
Minneapoliswmg.com is hosted in United States / San Diego . Minneapoliswmg.com uses HTTPS protocol. Number of used technologies: 7. First technologies: CSS, Font Awesome, Html, Number of used javascripts: 10. First javascripts: Jquery-1.11.1.min.js, Jquery-ui-1.10.4.min.js, Global.js, Number of used analytics tools: 1. First analytics tools: Google Analytics, Its server type is: .

Technologies in use by Minneapoliswmg.com

Technology

Number of occurences: 7
  • CSS
  • Font Awesome
  • Html
  • Html5
  • Javascript
  • jQuery UI
  • Php

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Javascripts

Number of occurences: 10
  • jquery-1.11.1.min.js
  • jquery-ui-1.10.4.min.js
  • global.js
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Analytics

Number of occurences: 1
  • Google Analytics

Conversion rate optimization
visitors Clickable call number Not founded!
visitors Conversion form (contact form, subcriber) Founded!
visitors Clickable email Not founded!
visitors CTA (call to action) button Not founded!
visitors List Founded!
visitors Image Not founded!
visitors Enhancement Not founded!
visitors Responsive website Founded!
visitors Facebook sharing Not founded!
visitors Google+ sharing Not founded!
visitors Twitter sharing Not founded!
visitors Linkedin sharing Not founded!
visitors Blog on the webiste Not founded!

HTTPS (SSL) - Minneapoliswmg.com

SSL certificate

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Meta - Minneapoliswmg.com

Number of occurences: 8
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  • Name: Description
    Content: Minneapolis Wealth Management Group is a team of Financial Advisors with Wells Fargo Advisors, LLC. Sharon Krumme and Robert Grant have a combined 65+ years of experience in the financial services industry. The team was voted a “Five Star Wealth Manager: Best in Client Satisfaction” the Minneapolis/St. Paul magazine in 2008 (1) ; Sharon has been voted one of Minneapolis/St. Paul Business Journal’s Top 15 Women Wealth Advisers (2008) (2); Robert has studied risk and asset allocation as a trader for a hedge fund. Now in its fifth year, the team has complementary skills which allow each member to focus on a specific aspect of analyzing and planning their clients' retirement goals, investment strategy, cash flow, banking needs and estate planning strategies • The FIVE STAR Program and its research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. For additional information regarding the SEC’s guidelines, you may wish to reference the SEC’s DALBAR and Investment Advisor Association No-Action Letters. • We ask, by mail and by phone, up to 200,000 consumers and reader’s of the magazine (depending on the market size) to evaluate “wealth managers” in the market area. Up to 10,000 financial service professionals (depending on the market size) are also asked to evaluate wealth managers in the market area. On the surveys, respondents are asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Each respondent may evaluate up to three wealth managers. • After the evaluation surveys are received each wealth manager receives a preliminary score based on their evaluations. Both favorable and unfavorable evaluations are incorporated into the evaluation score. • Each wealth manager is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA and other regulatory agencies. • We then compile a list of the top scoring wealth managers – representing less than 7% of the wealth managers in the market – which we forward on to the Blue Ribbon Panel for review. Only wealth managers with five years of experience in the financial services industry are considered. The Blue Ribbon Panel is comprised of individuals from within the financial services industry. Each Blue Ribbon Panelist reviews a partial list of wealth managers and is asked to indicate which wealth managers they believe are undeserving of the best in client satisfaction distinction and to add wealth managers they believe are deserving, but are not on their partial list. Checks and balances are in place to avoid conflicts of interest; specifically, panelists remain anonymous, only receive a portion of the nominee list and, in most cases, cannot add or remove a wealth manager by themselves. • Finally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g. FINRA or other regulatory agency) and that they have no customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them and they have been actively employed in the financial services industry for a minimum of five years. (a) (a) This certification is part of the Business Contact Confirmation Form that wealth managers are required to fax back to Crescendo. (1) Crescendo Business Services Crescendo Business Services LLC. (Crescendo), a Minneapolis, MN based company, working with city and regional magazines, presents the FIVE STAR: Best in Client Satisfaction award to professionals in many industries, and in many markets. This award is given to just 7% of all professionals within a specific industry and market area. As an independent third party, Crescendo gives the FIVE STAR award in order to assist consumers in selecting a service professional other consumers have indicated provide exceptional client satisfaction. Research - evaluation/selection methodology summary (2) Barron’s Winner’s Circle is an organization independent of the firms involved and does not receive compensation from the more than 100 participating firms or their affiliates, financial advisers or the media in exchange for ranking purposes. Each adviser on this year’s list was filtered down from a national list of nominees from securities firms, banks, independent firms and more. The Winner’s Circle team vetted each Series-7 registered adviser through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not a criteria; instead, the Winner’s Circle focuses on customer satisfaction and client retention. Barron’s is a registered trademark of Dow Jones, L.P. ; all rights reserved. The Winner’s Circle is a registered mark of Dow Jones & Co. Inc. For more information about the organization or to nominate an adviser, visit wcorg.com. — This list is being printed in the Oct. 31 issue of the Minneapolis/St. Paul Business Journal with permission by Barron’s Winner’s Circle, owners of the copyright, with the understanding that the Winner’s Circle registered trademark and copyrighted material and rights are protected. This may not be published outside the Business Journal without written consent from Barron’s Winner’s Circle. Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
  • Name: Keywords
    Content: Sharon Krumme, Robert Grant, Jessica Cripps, Dustin Neumann, Minneapolis Wealth Management, Minneapolis Wealth Management Group, Wells Fargo, Retirement Planning, Estate Planning, Five Star Professional, Wells Fargo Advisors, income in retirement, boutique advisory, financial advisor, money, investing, taxes and dividends, social security and your retirement, divorce and money, divorce and finances minneapolis, financial advice for widows minnesota, financial advice for divorcees minnesota, tax table, retirement income distribution, cash flow, income stream, beneficiary designations, financial clarity, financial abundance, financial goals
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Server / Hosting

  • IP: 199.59.136.230
  • Latitude: 33.00
  • Longitude: -117.08
  • Country: United States
  • City: San Diego

Rname

  • ns2.emeraldhost.net
  • ns1.emeraldhost.net
  • mail1.emeraldhost.net
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Target

  • domreg.emeraldmail.com

HTTP Header Response

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DNS

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