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Wealth Manager R. Todd Kernaghan Receives Prestigious Five Star Client Satisfaction Award
R. Todd Kernaghan, a financial services professional for more than a decade, has received the prestigious Five Star: Best in Client Satisfaction Award.
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June 30, 2009 (FPRC) -- Austin-based Wealth Manager, R. Todd Kernaghan, has been recognized as a “Five Star: Best In Client Satisfaction Wealth Manager”, a prestigious award granted to less than 7 percent of the advisors in the area.
The award is granted by Crescendo Business Services LLC, which works with city and regional magazines to present the award to professionals in many industries.
Kernaghan, and the other Central Texas award winners, will be featured in a special section of Texas Monthly magazine.
The wealth managers were chosen through a survey of more than 80,000 high net worth consumers in the Austin, San Antonio and Central Texas area who were asked to evaluate only those wealth managers with whom they knew through personal experience.
“I’m honored to be selected, especially with it being the first year it’s been done in Central Texas, and it validates that I’m doing the right things with my clients” Kernaghan said. “Doing things in the best interest of my clients makes for happy clients I guess. It makes me happy too.”
The FIVE STAR Best in Client Satisfaction program is managed by Crescendo Business Services LLC, Eagan, Minnesota, which owns the licensing rights to this award.
R. Todd Kernaghan is the owner of Austin Wealth Resources, a full service
financial, estate and tax planning firm based in Austin, Texas. For over a
decade, Todd has been helping individuals and companies in Texas, and several other states, meet their retirement, investment and tax planning goals.
Those wishing to find out more about Kernaghan and his wealth management philosophy may visit his website at www.toddkernaghan.com.
Representative registered with and securities and advisory services offered
through PlanMember Securities Corporation (Member FINRA/SIPC).
Austin Wealth Resources and PlanMember Securities Corporation are
independently owned and operated.
PlanMember is not affiliated with the Five Star Wealth Manager Program
RESEARCH DECLARATIONS
As with any research or recognition program, it is important that we provide you the following declarations:
• The 2008 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
• The FIVE STAR Award is not indicative of the wealth manager’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 Crescendo Business Services.
• 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 Crescendo in the future.
• For more information on the FIVE STAR Award and the research/selection methodology, go to
http://www.fivestarprofessional.com/fivestarassets/pdfs/genericresearchwm.pdf.
Send an email to R. Todd Kernaghan of Austin Wealth Resources
512-306-1211
Keywords:
wealth management, financial planner, financial services professional
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