Congratulations
On Being Named a
2010 FIVE STAR Wealth Manager
JNBA Wealth Management Team
Suite 1950
Bloomington, MN 55437
(952) 844-0995
(800) 675-4793
jnba@jnba.com
www.jnba.com
Lives Change. Needs Change. Markets Change. Values Endure.
- 96% client retention rate since 2001
- Celebrating 30 years of working with individuals, families and businesses to achieve their goals
- Recognized as a 2009 Minnesota Family Business Finalist
Area of Focus: Comprehensive wealth management through goal-directed asset management and financial planning
Designations: CFP(R), ChFC(R), CASL(TM), CRPC(R), MS-PFP, PPC(TM)
Advisor is licensed/registered to do business with U.S. residents in the states of: MN
*As rated by The Winner’s Circle in the August 27, 2007 and August 18, 2008 issue of Barron’s. Rankings and/or recognition by publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JNBA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of JNBA’s current written disclosure statement discussing advisory services and fees is available upon request.
JNBA Wealth Management and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not JNBA Wealth Management clients. Actual client results and experiences will vary.
Left to right: Back row: Troy Mertens, Three-Year Winner Thomas Evans, 2010 Winners Anne Ward, Michael Bilotta and Patrick Moyneur First row: John Foster, Kim Brown, Cärin Viertel and Richard Brown
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.