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Recognition

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aren being inducted into The Resource Group's inaugural Hall of Fame - 2022* 


Karen receiving Lincoln Financial Network's Inaugural The WISE Group Innovator Award in 2019 for her efforts in promoting women in business and the greater community:




DeRose FPG's Awards & Recognition

  • Awarded as a Five Star Wealth Manager for the 12th Year running as featured in Chicago Magazine. Karen was named a Five Star Wealth Manager by FSP on 10/1/2023 for the time period of 1/9/2023 through 7/31/2023. She compensated FSP to promote this rating. Karen DeRose Chicago 5 Star Wealth Advisor: 2012 - 2023[1]

  • Karen was a recipient of the WISE Group Innovator Award by Lincoln Financial Network on March 9th, 2019 for the year 2019[2]

  • Karen DeRose has 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. Karen paid a fee to WCA to promote this recognition. She has previously received this recognition consecutively from 2013 - 2020[3]

  • Karen was 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 for highest reported income as featured in Advise Her magazine's December 2019 issue)[4]

  • DeRose Financial Planning Group was named a "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]


DeRose FPG in the News

  • DeRose FPG was named one of the Top 20 Financial Advisors in Chicago by Expertise - June 2022
  • Featured in AdviseHER Magazine's December 2019 and April 2020 issues

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

                                    

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) 



[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 or receipt of the award. A fee of $8,617.50 was paid for a digital profile and tailored posts shared on social media, full page print profile in Chicago magazine, and e-Print profile in Fortune magazine. 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 Lincoln Financial Network in the growth and recognition of their practice. 

[3] The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and background check. Financial advisors do not pay a fee to qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as seal usage, enhanced listing or promotional products. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success. There are no official nominations; interested advisors submit the qualification survey throughout the year. Karen paid $1,750 for a 2-year marketing program to promote the receipt of this award.

[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.  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. The award was independently granted and membership in an organization was not required. 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 Lincoln Financial Advisors.

CRN-5732141-060923