Internal News

Internal-News

 

Steve Stocker - 2017 Barron's Top 1200

Chris Hensel - 2017 Vista Club Qualifier

Darren Brooks - 2016 Darren Brooks Named Partner

Steve Stocker - 2016 Honored in Barron's Top 1,200 Advisors
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Tony Yoder - 2016 Tony Yoder promoted to Investment Adviser Representative
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Steve Stocker - 2015 Barron's Top 1,200 Advisors
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Chris Hensel - 2015 Chris Hensel Recognized as a Leading Financial Advisor
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Doug Bambeck - 2015 Doug Bambeck named President & Chief Compliance Officer
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Steve Stocker - 2014 Honored in Barron's Top 1,200 Advisors
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Matt Campbell - 2014 Rep. Magazine's "Top Next Gen IBD Advisors" List
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Doug Bambeck - 2013 Named to Retirement Advisory Council
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Chris Hensel - 2013 Top Financial Advisor
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Hensel Recognized as Top Financial Advisor
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Stocker Named to Barron's "Top 1,000 Financial Advisors"
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August 2011 – S&P Downgrade
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Registered Rep – Investment Partners, LTD, Top 20 Independent Advisor in America
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Barron's Magazine – Stocker Named as One of America’s Top Advisors
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August 27, 2009 – Registered Rep Magazine – Investment Partners, LTD, Named to Top 100 List
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August 2009 – Financial Advisor Magazine – Wish Upon an 'IAR'
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August 5, 2008 – Regional Investment Advisory Firm Announces New Certifications 
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January 20, 2006 – Steven Stocker Named as One of Ohio’s Top Financial Professionals
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Barrons's top 1,200 Advisors award is based on assets under management (AUM), revenue, regulatory record, and quality of practice. The list was expanded to include both Registered Investment Advisers and Investment Adviser Representatives. Some states may include more advisors than others, in proportion to state populations. Investment performance is not a criterion. AUM= total account assets and are managed through Commonwealth