Michael D. Rutter, CFP®
is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNERTM who specializes in working with medical professionals, attorneys, families and business owners. He graduated from St. John’s University (MN) in 2003. Mike has completed fundamental training in Money Quotient Financial Life Planning and regularly speaks to Midwest medical and dental grads and associations.
2018 FIVE STAR Wealth Manager Recipient – Twin Cities Business Magazine, January 2018
2017 FIVE STAR Wealth Manager Recipient – Twin Cities Business Magazine, January 2017
2016 FIVE STAR Wealth Manager Recipient – Twin Cities Business Magazine, January 2016
2015 FIVE STAR Wealth Manager Recipient – Twin Cities Business Magazine, January 2015
Mary Miller | Assistant
Direct: (612) 617-6120
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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 customer dispute 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. 2,083 Twin Cities wealth managers were considered for the award; 854 (41 percent of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and customer dispute history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer disputes filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer dispute process, (3) individually contributed to a financial settlement of a customer dispute filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.