Delavan financial advisor receives national recognition
DELAVAN--Steve Jensen, and The Henry and Jensen Group of Wells Fargo Advisors have been recognized for the second year in a row as NABCAP Premier Advisors, an exclusive group of financial advisors who serve clients in the greater Milwaukee area. Jensen, a Delavan resident, serves as associate vice president- investments and is a lead financial advisor in the Henry and Jensen Group.
The designation is awarded annually by the National Association of Board Certified Advisory Practices. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.