Five Star award winner Sam Rouman, AIF©, CFP©, ChFC©, CLU©, MBA

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Sam Rouman, AIF©, CFP©, ChFC©, CLU©, MBA

Senior Wealth Advisor

IHT Wealth Management

6800 France Avenue South, Suite 420

Edina, MN 55435

Office: 952-466-6350

Sam.Rouman@IHTWealth.com
https://www.ihtwealthmanagement.com/advisor/sam-rouman/

Professional Approach

With a wealth of experience in financial planning and investment strategy, Sam has carved a distinguished career as a leader in the wealth management profession. His commitment to integrity, transparency, and client success has earned him a reputation as a trusted advisor, providing tailored solutions that align with clients’ financial goals. He has dedicated his career to fostering deep relationships with his clients and encouraging and supporting them throughout the various chapters of their lives. Sam advises clients regarding all aspects of their comprehensive wealth management needs including financial planning, investment management, risk assessment and management, tax planning and estate planning.

Sam serves as an Adjunct Professor, sharing his wealth of knowledge with the next generation of financial professionals. Sam stays abreast of the latest developments in the financial advisory profession and actively shares this knowledge with clients and associates. His passion for education extends beyond the traditional classroom, fostering a dynamic learning environment that encourages a spirit of inquiry. Recognizing the importance of mentorship, Sam actively guides aspiring professionals and entrepreneurs, emphasizing holistic personal and professional development.

For several years Sam has been active in providing pro-bono advice, working with individuals with limited means for obtaining quality financial advice, and also with retired members of the armed forces to provide quality, meaningful, assistance to those who cannot afford to hire a traditional advisor.

Sam has been repeatedly recognized as a recipient of the annual Five Star Professional Wealth Managers award (2019, 2020, 2021, 2022, 2023, 2025).Outside of his professional career, Sam enjoys spending time with his wife and daughter, extended family and friends. He is an avid reader and lifelong learner who immerses himself in various subjects from reading, music, and the outdoors, which fuels his intellectual curiosity and contributes to his well-rounded perspective.

See Accomplishments

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.