Milwaukee-based Park Place Capital Management Inc. has announced two of its professionals have earned 2015 Five Star Wealth Manager Awards.
Bill Perry, CFP, CIMA and Kathy Klein, CFP, have each been honored with the designation, for the fourth year in a row.
Nominees are chosen by Five Star Professional for the award based on 10 objective criteria, including their regulatory history, professional credentials, client retention rates and internal firm standards. Customer surveys are also a source of feedback.
