Understanding the Characteristics of Your Portfolio

Paladin provides independent evaluations of financial advisors based on their credentials, ethics, and business practices.

Of the approximately 30,000 advisors Paladin has reviewed since 2004, only about 7% of them have received a 5-Star rating. The remaining 93% are turned away.

Paladin says, "The best certifications are the ones that required a lot of work and included a comprehensive examination to make sure the advisor´s acquired knowledge will help them do a better job for you. Four certifications and designations that stand-out are: CFA^®, CFP^®, CPA/PFS, and CIMA^®."

(Please be aware that third-party ratings such as the 5-Star rating Glenn Wessel has received from the Paladin Registry cannot necessarily ensure future investment success or a higher level of investment performance.)

" The most highly regarded credential that is currently available to financial advisors." —   5 Stars

" The most recognized credential in the U.S." —   5 Stars

" The most highly regarded financial planner designation." —   5 Stars