Broker Check

In The News

August 2017

Kim Gieseler was awarded the 2017 Five Star Wealth Manager Award for the Sixth Consecutive Year

We are pleased to announce, for the sixth consecutive year (2012-2017), that Kim Gieseler has been selected as a recipient of the of the prestigious Five Star Professional Award for wealth managers. Five Star Professional partnered with 5280 & Colorado Biz magazine to recognize a select group of wealth managers who provide quality service to their clients. Fewer than four percent of all wealth managers were selected for this honor.

The Five Star Wealth Manager award is a large, widely published award program in the financial services industry. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017 Five Star Wealth Managers.


April 2017

Kim Gieseler, CFP® has been awarded the Retirement Income Certified Professional® professional designation.

The RICP® educational curricula is a comprehensive program available to professional Advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps Advisors master retirement income planning, a key focus area not covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.


August 2016

Kim Gieseler was awarded the 2016 Five Star Wealth Manager Award for the Fifth Consecutive Year

We are pleased to announce, for the fifth consecutive year (2012-2016), that Kim Gieseler has been selected as a recipient of the of the prestigious Five Star Professional Award for wealth managers. Five Star Professional partnered with 5280 & Colorado Biz magazine to recognize a select group of wealth managers who provide quality service to their clients. Fewer than four percent of all wealth managers were selected for this honor.

The Five Star Wealth Manager award is a large, widely published award program in the financial services industry. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth Managers.


June 2016


Watch Kim Gieseler win the 2016 Emerging Practice of the Year Award from Peak Advisor Alliance

click here to watch the video of her award acceptance. 



 May 26, 2016

Metis Financial Group is proud to be the recipient of the 2016 Emerging Practice of the Year Award from Peak Advisor Alliance

Peak Advisor Alliance, the nation’s premier financial advisor coaching program, is thrilled to announce that Metis Financial Group has won its 2016 Practice of the Year Award. Peak Advisor Alliance, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial services firm from among its members that has significantly enhanced its service to clients and shown outstanding growth.

Founder and Wealth Advisor, Kim Gieseler, CFP®, RICP®, and her team received the award on May 26th in Scottsdale, Arizona during Peak Advisor Alliance’s national membership conference attended by over 500 people. She was chosen from among some of the top wealth management practices in the nation.

Click here to read the full press release

Click here to view photos from the Award Event


May 26, 2016 

How to rebrand a successful advisory business

Kim Gieseler was interviewed by Matt Ackermann while at Peak Advisor Excell Spring 2016 in Scottsdale, Arizona about her practice and recent award. Click here to watch the interview.


Spring 2016 

Metis Financial Group nominated for Emerging Practice of the Year

Peak Advisor Alliance, a professional organization that provides practice management solutions and coaching programs for thousands of independent financial advisors, annually honors a financial firm that has significantly enhanced its service to clients and shown outstanding growth. Metis Financial Group is honored to be one of the nominees for this prestigious award. 

 


August 2015

Kim Gieseler was the recipient of The Five Star Wealth Manager Award

We are pleased to announce, for the fourth consecutive year (2012-2015), that Kim Gieseler has been selected as a recipient of the of the prestigious Five Star Professional Award for wealth managers. Five Star Professional partnered with 5280 & Colorado Biz magazine to recognize a select group of wealth managers who provide quality service to their clients. Fewer than four percent of all wealth managers were selected for this honor.

The Five Star Wealth Manager award is a large, widely published award program in the financial services industry. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.