Jeffrey Tomaneng

http://www.mdrt.org/

The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. The… Show more

http://www.mdrt.org/

The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. The award is not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success. Show less

2006-2018

http://www.consumersresearchcncl.org/Financial_Planners/top_fp.html

A list of Top Financial Planners throughout the United States is selected by utilizing a subjective point value system. The criteria used and assessed a point value is as follows:

• Experience: Each year the Financial Planner has been in practice
• Training: Education, specialty training and continuing education
• Professional Associations: Membership in professional financial associations… Show more

2006-2018

http://www.consumersresearchcncl.org/Financial_Planners/top_fp.html

A list of Top Financial Planners throughout the United States is selected by utilizing a subjective point value system. The criteria used and assessed a point value is as follows:

• Experience: Each year the Financial Planner has been in practice
• Training: Education, specialty training and continuing education
• Professional Associations: Membership in professional financial associations
• Financial Certifications: Meeting all requirements for receipt of certification and/or professional financial designation

No fees, donations, sponsorships or advertising are accepted from any individuals, professionals, financial institutions, corporations or associations. This policy is strictly adhered to, ensuring an unbiased selection. Show less

2013-2019, 2021-2024

http://www.fivestarprofessional.com/

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 an investment advisory representative (IAR) or a registered investment advisor;
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
3) Favorable regulatory and complaint history… Show more

2013-2019, 2021-2024

http://www.fivestarprofessional.com/

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 an investment advisory representative (IAR) or a registered investment advisor;
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;
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-institutionalized discretionary and/or non-discretionary client assets administered;
9) Number of client households served;
10) Educational 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. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Show less

2018-2020

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. They influence the practice of financial advice, and help educate millions of investors.

Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most relevant… Show more

2018-2020

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. They influence the practice of financial advice, and help educate millions of investors.

Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The 2019 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor. Show less