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Five Star Professional Consumer Survey

Page One

We collect consumer feedback as part of the Five Star Professional research process. Your feedback will be used as part of our regulatory/complaint history review for wealth manager award candidates. Thank you for sharing your opinions and experiences.

1. Have you worked with a financial adviser in the past 12 months? (Required) *This question is required.

2. Would you describe your experience working with this adviser as

2. Which of the following best describes the nature of the unsatisfactory experience?

Please enter an 'other' value for this selection.

2. Was a complaint filed with a regulatory authority?

2. Please provide the name of the adviser with whom you had the unsatisfactory experience.

First Name
Last Name
Company
City
State

2. Please provide your contact information in case our research team needs to contact you (only in select instances). Your information is treated as confidential and is not provided to advisers, their firm or other outside parties.

First Name
Last Name
Phone Number
Email