Rozman Wealth Management: President Kurt Rozman among financial advisors attending Barron’s Winner’s Circle, top independent advisors summit
Matthew Chisum / Melissa Barrero
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Rozman Wealth Management: President Kurt Rozman among financial advisors attending Barron’s Winner’s Circle, top independent advisors summit.
Exclusive Conference Featuring Some of the Nation’s Distinguished Financial Advisors and Industry Decision Makers
Brookfield, Wisconsin – May 1, 2012 – Kurt Rozman, president of Rozman Wealth Management, an independent wealth management practice with more than $150 million in assets, attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
Rozman was one of approximately 350 financial advisors who were either selected by Barron’s or their custodial firm to participate in the event. Additionally, 65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Advisors Financial Network.
“From current investment strategies to providing superior client service, I always find the summit a valuable forum for exchanging ideas,” said Rozman. “I am pleased to attend this conference and I always enjoy participating in these events with such a seasoned group of financial advisors.”
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.
The invitation-only conference was held at the JW Marriott Dessert Ridge March 21-23 in Phoenix, AZ. For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences.