Broker Check

Recognition

Karen DeRose was recognized as one of the "Women to Watch" 2016 by Investment News. 

 

Karen DeRose featured in Women at the Top in Financial Services, a Research Study 2015.  Karen is shown in the picture below at the book signing in Maryland.


 DeRose FPG's Awards & Recognition

  • InvestmentNews announces Karen L. DeRose as a Winner of the Inaugural Women to Watch Awards 2015*

  • Karen L. DeRose featured in a book, "Women at the Top" in Financial Services, a Research Study 2015

  • Listed as a 2017 Illinois Five Star Wealth Advisor for the eighth year running as featured in Chicago Magazine
    DeRose FPG Chicago 5 Star Wealth Advisor **

  • Awarded the 2017 Woman's Choice Award for Financial Advisors consecutively since 2013***

  • Awarded as part of the Women in Insurance & Financial Services Circle of Excellence for 2011 - 2017****

  • Awarded as one of the "13 Top Financial Advisors - Chicago, Illinois" 2015 by AdvisoryHQ*****

  • Awarded as one of the "Top 10 Best Financial Advisors in Chicago, IL" 2016 by AdvisoryHQ*****
  • Awarded as one of the "Top 10 Best Financial Advisors in Chicago, IL" 2017 by AdvisoryHQ*****
  • Awarded as one of the "Top 20 Financial Advisors in Chicago" 2017 by Expertise

  • Awarded as one of the "Top 10 Best Financial Planning Firms in Chicago, IL" 2017 by AdvisoryHQ*****

*The "Women to Watch" award is sponsored by Investment News and nominations, including self-nominations, are judged by specific criteria-success, leadership, ability to effect change, willingness to help other female professionals and community service. To learn more, go to http://bit.ly/2zHXtUT.

**The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVQQFc

***The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they pay a fee to participate in the marketing program. To learn more, visit http://bit.ly/1c1AqoK.

****WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 178 members submitted qualification for this distinction with reported combined income of $53.1 million. For more information, go to http://bit.ly/2AIM1FC.

*****The AdvisoryHQ Top Financial Advisor award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs. AdvisoryHQ reviews and ranks advisory and investment companies only. We do not review or rank people (financial professionals, investment individuals, etc.). For more information, please visit http://bit.ly/2jsyvCK.

DeRose FPG in the News

  • Featured in a September 4th, 2007 story for Investment News on the virtues of a client-centric financial planning practice

  • Featured in a December 29th, 2010 story for NBC 5 Chicago discussing Money Minded New Years Resolutions

  • Featured in a January 27th, 2014 New York Daily News article as a MoneyPro on the value of a home equity line

  • Featured in a July 13th, 2015 Investment News article discussing wealth transfer to the next generation

  • Listed as Women's Choice Award Recipient in USA Today's August 14th, 2014 issue
  • Featured in the September 2015 Suit Magazine issue discussing how she learns about client's goals and ambitions before designing a financial plan to fund them

  • Featured in the September-October 2015 Plan Advisor for a  feature discussing working with family members

  • Listed as 20 "Women to Watch" by Investment News in the November 23rd, 2015 issue

  • Listed as the Women's Choice Award Recipient in USA Today's March 28th, 2016 issue

  • Featured in an interview by ProAdvisor Magazine on Investing, WISE & Multi-Gen Planning Proactive Advisor Magazine Article

  • Featured in the June 2016 Journal of Financial Planning article titled "Nurturing: One Way to Succeed at Succession"

  • DeRose FPG was named one of the Top 20 Financial Advisors in Chicago by Expertise - May 2017. Expertise - Top Chicago Financial Advisors

  Karen's Board Leadership

  • 2012-13 Chairman of the prestigious Resource Group, an assembly of the top 200 planners within Lincoln Financial Advisors Corp.

  • Served as past Chairman of the WISE Group, Lincoln Financial Network's Women Advisory Group 2013-2016 (Click here to read more

  • Spirit Air, LLC 2016 Board Member (Click here to learn more)          


 

*AdvisoryHQ uses a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/