Vivien Balcker, financial advisor with Ameriprise Financial in Ft. Lauderdale, FL has been named a recipient of the 2019 Five Star Wealth Manager award by Five Star Professional for 2017 and 2019. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.

To receive the 2019 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.

Balcker graduated from Eckerd College with a degree in International Business with minors in Economics and Business Administration and concentration in Human Resources. She has 19 years of experience in the financial services industry.

As a Platinum Financial Services practice, Balcker provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with her clients. For more information, please contact Vivien Balcker at 954-308-4968 or visit the Ameriprise office at 350 E Las Olas Blvd, Suite 1700, Ft. Lauderdale, FL 33301.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or www.vivienbalcker.com.

About the research process:

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 a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. Oneyear client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education 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. *To qualify as having a favorable regulatory and complaint 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 complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.