Awards

KAR Senior Wealth Advisors Named Five Star Wealth Managers 2024

November 29, 2024Five Star Professional
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KAR is proud to announce that four of our senior wealth advisors have been named as Five Star Wealth Managers for 2024.

Los Angeles:

Orange County:

According to Five Star Professional, the program’s objective is to recognize wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice.”

Spuds, Curt, Dustin, and Randy all have over 15 years of experience in the wealth management industry. The wealth advisory team at Kayne Anderson Rudnick has a wide range of experience in investment advisory, consulting services, executive services, and financial planning. We strive to use our customized and proactive approach to wealth management to help our clients achieve their financial and retirement goals. Contact our wealth advisors to hear more about the services they can provide for you.

For more information on the Five Star award and the research/selection methodology, go to https://www.fivestarprofessional.com/public/wmresearch. 4,527 Los Angeles-area wealth managers were considered for the award; 158 (3% of candidates) were named 2024 Five Star Wealth Managers. 2,682 Orange County-area wealth managers were considered for the award; 140 (5% of candidates) were named 2024 Five Star Wealth Managers.

Five Star Wealth Manager 2024
Spuds Powell
Five Star Wealth Manager 2024
Dustin Gale
Five Star Wealth Manager 2024
Curt Biren
Five Star Wealth Manager 2024
Randy Allen
Featured People
Spuds Powell, CPWA®
Managing Director
Dustin Gale, CFP®, CPWA®
Senior Wealth Advisor
Curt M. Biren, CPWA®
Senior Wealth Advisor
Randall L. Allen
Senior Wealth Advisor
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The 2024 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2024 and covers the year 2024. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Past performance is no guarantee of future results.