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All About Laurie A - Z










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You work hard for your money, and Laurie Aleksandrowicz believes that her job is to make it work hard for you.  She chose financial planning as her profession because of her interest in people and finances.  Laurie is service oriented; focusing in detail on the goals of her clients, building long-term financial relationships.

As an independent financial advisor, Laurie provides personalized solutions for your investment and retirement goals using fee only investments.

Laurie has earned the Series 7 General Securities Representatives license, the Series 66 Uniform Combined State Law Examination as well as being insurance licensed with the State of Wisconsin

A 1973 graduate of the University of Wisconsin – Steven’s Point, Laurie has a B.S. in Home Economics in Business with a Communications minor.  She is married and has three children and five grandchildren.


About Elizabeth Stamatakos

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Elizabeth graduated Cum Laude with honors in Art Therapy from Mount Mary College(currently Mount Mary University) in 2000 and a Master of Science in Art Therapy from Mount Mary College in 2002. She passed the Series 65 Uniform Investment Advisor Law Examination in 2015.

Elizabeth is a Financial Advisor with A to Z Financial Planning LLC. She has been employed by A to Z Financial Planning LLC since August, 2014.

About Beth Schumacher

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  • Graduated with a Bachelors degree in Business Administration and Psychology from Carthage College in 2000 and a Master Degree in Business Administration (MBA) from the University of Wisconsin Milwaukee in 2009.
  • Certified Financial Planner (CFPฎ) since July 2009
  • Passed the Series 7, General Securities Examination and the North American Securities Administration Association (NASAA) Series 66 Uniform combined State Law Examination.
  • Licensed in Wisconsin life insurance and long term care insurance
  • Financial Planning Certificate from Waukesha Area Technical College in 2009


  • Beth Schumacher is the Portfolio Manager for A to Z Financial Planning LLC. She has been employed by A to Z Financial Planning LLC since August 2011. Beth is also a Financial Advisor. Previously she was an Investment Associate at M&I Wealth Management from 2005 - 2011. She has also worked at American Express Financial Advisors and Strong Investments in various investment capacities.


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Award Winner
Laurie Aleksandrowicz
2015 Milwaukee Five Star Wealth Managers
(July 2014 Issue of Milwaukee Magazine)
2014 Milwaukee Five Star Wealth Managers Emblem

A Select Award

Finding a wealth manager who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin.

Sometimes, a few simple questions can set one off on the right path. Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking a financial advisor to talk about any specialties they might have can help uncover skills you might find useful.

Ultimately, how do you find an experienced wealth manager who you feel comfortable working with? One who has high retention rates? One who has undergone a thorough complaint and regulatory review? One who has tenure in the industry?

Milwaukee Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96 percent. Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year's list.

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Milwaukee award candidates were identified using internal and external research data.

Determination of Award Winners
Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2015 Five Star Wealth Managers.

Eligibility Criteria - Required

1.    Credentialed as an investment advisory representative or a registered investment advisor.
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.
4.    Fulfilled their firm review based on internal firm standards.
5.    Accepting new clients.

Evaluation Criteria - Considered

6.    One-year 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.

Research Disclosures 

  • Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
  • The Five Star award is not indicative of the wealth manager's future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.
  • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.
  • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
  • Five Star Professional is not an advisory firm, and the content of this article should not be considered financial p advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.
  • 1,744 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 396 (approximately 23 percent of the award candidates) were named 2015 Five Star Wealth Managers.

Regulatory Review

As defined by Five Star Professional, the wealth manager has not:

  • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine.
  • 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.
  • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority.
  • Filed for personal bankruptcy.
  • Been convicted of a felony.

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

  • Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above.
  • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager.
  • Five Star Professional contacted approximately 1in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 20,100 households in the Milwaukee area were contacted.

For more information on the program, go to FiveStarProfessional.com/ awards/cpa_epa_wm_program.php.

ฉ 2015 Five Star Professional

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Award Winner
Laurie Aleksandrowicz
2014 Milwaukee Five Star Wealth Managers
(July 2014 Issue of Milwaukee Magazine)
2014 Milwaukee Five Star Wealth Managers Emblem

A Select Award

Finding a wealth manager who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin.

Sometimes, a few simple questions can set one off on the right path. Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking a financial advisor to talk about any specialties they might have can help uncover skills you might find useful.

Ultimately, how do you find an experienced wealth manager who you feel comfortable working with? One who has high retention rates? One who has undergone a thorough complaint and regulatory review? One who has tenure in the industry?

Milwaukee Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96 percent. Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year's list.

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Milwaukee award candidates were identified using internal and external research data.

Determination of Award Winners
Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2014 Five Star Wealth Managers.

Eligibility Criteria - Required

1.    Credentialed as an investment advisory representative or a registered investment advisor.
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.
4.    Fulfilled their firm review based on internal firm standards.
5.    Accepting new clients.

Evaluation Criteria - Considered

6.    One-year 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.

Research Disclosures 

  • Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
  • The Five Star award is not indicative of the wealth manager's future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.
  • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.
  • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
  • Five Star Professional is not an advisory firm, and the content of this article should not be considered financial p advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.
  • 1,744 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 396 (approximately 23 percent of the award candidates) were named 2014 Five Star Wealth Managers.

Regulatory Review

As defined by Five Star Professional, the wealth manager has not:

  • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine.
  • 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.
  • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority.
  • Filed for personal bankruptcy.
  • Been convicted of a felony.

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

  • Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above.
  • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager.
  • Five Star Professional contacted approximately 1in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 20,100 households in the Milwaukee area were contacted.

For more information on the program, go to FiveStarProfessional.com/ awards/cpa_epa_wm_program.php.

ฉ 2014 Five Star Professional

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Award Winner
Laurie Aleksandrowicz
2013 Milwaukee Five Star Wealth Managers
(July 2013 Issue of Milwaukee Magazine)

2013 Milwaukee Five Star Wealth Managers Emblem

A Select Award

The 2013 Five Star Wealth Managers are a select group, representing less than 6 percent of the wealth managers in the Milwaukee area. (1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year's list.

Award Candidates

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Milwaukee award candidates were identified using internal and external  research  data, including  a survey to more than 4,700 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Determination of Award Winners

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers. (2)

Eligibility Criteria - Required (3) 

  1. Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney.
  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. (4)
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients. 

Evaluation Criteria - Considered (3) 

  1. One-year client retention rate (the average one-year client retention rate of this year's award winners is more than 96 percent).
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or non-discretionary client assets administered (this year's award winners administer an average of $110 million in client assets).
  4. Number of client households served (on average, this year's award winners serve 308 households).
  5. Education and professional designations

Research Disclosures 

  • Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
  • The Five Star award is not indicative of the wealth manager's future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' asset
    • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.
    • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
    • Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.
    • (l) 2,672 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award. 524 (approximately 20 percent of the award candidates) were named 2013 Five Star Wealth Managers.

    (2) Wealth managers were required to certify that any information they provided was accurate.

    3

     
    (3) Criteria 4, 8 and 9 do not apply to attorneys or CPAs.

    (4) As defined by Five Star Professional, the wealth manager has not:

  • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine.
  • 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.
  • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority.
  • Filed for personal bankruptcy.
  • Been convicted of a felony.

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

  • Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above.
  • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager.
  • Five Star Professional contacted approximately 1 in12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 14,500 households in the Milwaukee area were contacted.

The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 - 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. No more than 7 percent of wealth managers receive the award each year. Contact Five Star Professional at info@fivestarprofessional.com for additional information regarding the selection process for 2005 - 2011 award winners.

 

ฉ 2013 Five Star Professional

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Award Winner
Laurie Aleksandrowicz
2012 Milwaukee Five Star Wealth Managers
(July 2012 Issue of Milwaukee Magazine)
2012 Five Star Professional Wealth Manager Emblem

A Select Award

The 2012 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the Milwaukee area.(1)

 

Award Candidates

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing.  Self-nominations are not accepted.  Milwaukee award candidates were identified using internal and external research data, including a survey to more than 3,000 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

 

Determination of Award Winners

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers.(2)

 

Eligibility Criteria – Required(3)

1.  Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney.

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.(4)

4.  Fulfilled their firm review based on internal firm standards.

5.  Accepting new clients.

 

Evaluation Criteria – Considered(3)

6.  One-year client retention rate (the average one-year client retention rate of this year's award winners is more than 96 percent).

7.  Five-year client retention rate.

8.  Non-institutional discretionary and/ or non-discretionary client assets administered (this year's award winners administer an average of $122 million in client assets).

9.  Number of client households served (on average, this year's award winners serve 313 households).

10.  Education and professional designations

The Five Star Wealth Manager selection criteria was updated for the 2012 award year.  2005 - 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts.  No more than 7 percent of wealth managers receive the award each year.  The selection process for the 2005- 2011 award winners can be found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php.

Research Disclosures

•  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

 •  The Five Star award is not indicative of the wealth manager's future performance.

 •  Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets.

 •  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.

 •  Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

 •  Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice.  For more information on the Five Star award and the research / selection methodology, go to www.fivestarprofessional.com.

 •  (1) 1291 award candidates in the Milwaukee area were considered for the Five Star Wealth Manager award.  303 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers.
 (2) Wealth managers were required to certify that any information they provided was accurate.
 (3) Criteria 4, 8 and 9 do not apply to attorneys or CPAs.
 
(4) As defined by Five Star Professional, the wealth manager has not:
 
•  Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine.
 
•  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.
 
•  Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority.
 
•  Filed for personal bankruptcy.
 
•  Been convicted of a felony.

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website.  Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists.  Data submitted through these processes was applied per the above criteria:
 
•  Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above.
 
•  Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager.
•  Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager.  More than 19,500 households in the Milwaukee area were contacted.


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