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, 2015-2023. This award is created by Five Star Professional. The 2023 award was issued in December 2022 for the time period 3/14/22 through 10/18/22. 4,080 Twin Cities area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star 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 2022 – a distinction based on annual production attained by just 4 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.

 

ADDITIONAL RECENT RECOGNITION AND EDUCATION

 

November 2022 – Mike Ovshak and Nick Ovshak attended Commonwealth’s National Conference

November 2021 – Mike Ovshak attended the National Education Conference for Financial Advisors

October 2021 – Mike Ovshak attended the 2021 Financial Planning Association’s (FPA) Symposium

November 2020 – Mike Ovshak attended Commonwealth Financial Network’s 2020 National Conference

November 2020 – Mike Ovshak attended the 20th Annual Financial Planning Association’s (FPA) 2020 Symposium

October 2019 – Mike Ovshak attended the Financial Planning Association (FPA) 2019 Annual Conference

October 2019 – Mike Ovshak and Nick Ovshak attended Commonwealth Financial Network’s 2019 National Conference

November 2018 – Mike Ovshak attended Commonwealth Financial Network’s National Conference

October 2018 – Mike Ovshak attended the 2018 FPA Symposium