Matt Andreas - 2018 Matt Andreas earns CERTIFIED FINANCIAL PLANNERTM certification
Steve Stocker - 2017 Barron's Top 1200
Chris Hensel - 2017 Vista Club Qualifier
Darren Brooks - 2016 Darren Brooks Named Partner
Steve Stocker - 2016 Honored in Barron's Top 1,200 Advisors
View Article
Tony Yoder - 2016 Tony Yoder promoted to Investment Adviser Representative
View Article
Steve Stocker - 2015 Barron's Top 1,200 Advisors
View Article
Chris Hensel - 2015 Chris Hensel Recognized as a Leading Financial Advisor
View Article
Doug Bambeck - 2015 Doug Bambeck named President & Chief Compliance Officer
View Article
Steve Stocker - 2014 Honored in Barron's Top 1,200 Advisors
View Article
Matt Campbell - 2014 Rep. Magazine's "Top Next Gen IBD Advisors" List
View Article
Doug Bambeck - 2013 Named to Retirement Advisory Council
View Article
Chris Hensel - 2013 Top Financial Advisor
View Article
Hensel Recognized as Top Financial Advisor
View Article
Stocker Named to Barron's "Top 1,000 Financial Advisors"
View Article
August 2011 – S&P Downgrade
View Article
Registered Rep – Investment Partners, LTD, Top 20 Independent Advisor in America
View Article
Barron's Magazine – Stocker Named as One of America’s Top Advisors
View Article
August 27, 2009 – Registered Rep Magazine – Investment Partners, LTD, Named to Top 100 List
View Article
August 2009 – Financial Advisor Magazine – Wish Upon an 'IAR'
View Article
August 5, 2008 – Regional Investment Advisory Firm Announces New Certifications
View Article
January 20, 2006 – Steven Stocker Named as One of Ohio’s Top Financial Professionals
View Article
Barrons's top 1,200 Advisors award is based on assets under management (AUM), revenue, regulatory record, and quality of practice. The list was expanded to include both Registered Investment Advisers and Investment Adviser Representatives. Some states may include more advisors than others, in proportion to state populations. Investment performance is not a criterion. AUM= total account assets and are managed through Commonwealth