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Professional Recognition and Education

Who We Are

Five Star Wealth Manager Award

Mike Ovshak has earned the Five Star Wealth Manager Award in 2008-2009, 2011-2013, 2015-2024. This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. Advisors do not pay a fee to be considered or placed on the final list of managers. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

 

Forbes Best In State Wealth Advisors Award

Mike Ovshak earned the Forbes Best in State Wealth Advisors award in 2018–2023. This award is created by SHOOK research. The 2023 award was presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 advisors were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

 

Commonwealth Chairman’s Level Advisor

Mike Ovshak is proud to have been recognized as a Chairman’s Level advisor each year from 2005 through 2023 – a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.