DeRose FPG's Awards & Recognition
- Karen DeRose named Osaic FA's 2023 Financial Professional of the Year**
- Awarded as a Five Star Wealth Manager for the 14th Year running as featured in Chicago Magazine. Karen was named a Five Star Wealth Manager by FSP on 8/1/2025 for the time period of 1/1/2025 through 12/31/2025.
- Karen DeRose Chicago 5 Star Wealth Advisor: 2012 – 2025 [1]
- Received the 2023 Financial Advisor Women’s Choice Award on 11/25/2022 by the Women’s Choice Award (WCA) program, for the 10th year. A fee was paid to WCA to promote this recognition. Karen has previously received this recognition consecutively from 2013 – 2020 [3]
- Awarded the Circle of Excellence by Women in Insurance and Financial Services (WIFS) in 2021. She has previously received this award for 2011-2021, including a two-time Infinity Award Winner in 2018 and 2019 in Advise Her magazine’s December 2019 issue [4]
- Named one of the “Best Chicago Financial Advisors & Wealth Management Firms” by AdvisoryHQ in July of 2022 for 2022-2023. We have received this recognition annually since the inception of the ranking in 2015 [5]
- Karen was a recipient of the WISE Group Innovator Award by Osaic FA on March 9th, 2019 for the year 2019 [2]
DeRose FPG in the News
- Featured in Family Succession piece for Proactive Advisor Magazine – April 2024
- Featured in article for Chicago Business Journal – June 2024
- Featured in AdviseHER Magazine’s December 2019 and April 2020 issues
- Featured in an interview by ProAdvisor Magazine on Investing, WISE & Multi-Gen Planning May 2016
- Featured in the June 2016 Journal of Financial Planning article titled “Nurturing: One Way to Succeed at Succession”
- Featured in a July 13th, 2015 Investment News article discussing wealth transfer to the next generation
- 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
- 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 December 29th, 2010 story for NBC 5 Chicago discussing Money Minded New Years Resolutions
- Featured in a September 4th, 2007 story for Investment News on the virtues of a client-centric financial planning practice
[1] 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. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination, receipt or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
[2] The WISE Group Innovator award criteria take into account a range of factors, including experience level, 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. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to The WISE Group for the nomination or receipt of the award. No fee was paid for the award. The award was independently granted and membership in an organization was not required. Working with a WISE Group Innovator award recipient is no guarantee of investment success. The mission of The WISE Group is to assist women financial advisors with Osaic FA in the growth and recognition of their practice.
[3] 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. We applied for the award. Neither the advisors nor their parent firm pay a fee to the Women’s Choice Award Financial Advisor Program for the nomination or receipt of the award. A fee of $500 was paid for recognition in the national edition of USA Today print newspaper and in the e-edition of the NY zone of the USA Today. The award was independently granted and membership in an organization was not required. Working with a Women’s Choice Award Financial Advisor Program award recipient is no guarantee of investment success.
[4] 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. In 2024, 57 members qualified for this distinction with reported combined income of $21 million. We applied for the award. Neither the advisors nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 was paid for the recognition and a commemorative glass award. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.
[5] The AdvisoryHQ Financial Advisor/Financial Planning Firm award criteria take 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. They do not review or rank people (financial professionals, investment individuals, etc.). We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to Advisory HQ for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with an Advisory HQ award recipient is no guarantee of investment success. For more information on the methodology, please visit https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/ .
*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth.
** This internal award is given to Osaic FA and Osaic FS planners each year and is based on sales, quality of service, and commitment to the firm's principles, and is selected by senior managers.
CRN-7540427-011625
