Five Star award winner Robert J. Hanten, MRFC®, LUTCF®

PROFESSIONAL PROFILE

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Robert J. Hanten, MRFC^®, LUTCF^®

Principal and President, Solidarity Financial, Inc.

Vice President, Pilot Capital Management Corp.

14216 23rd Ave. N.

Plymouth, MN 55447

Office: 763-591-0405

Cell: 763-591-0405

rjhanten@solidarityfinancial.com
www.solidarityfinancial.com

Professional Approach

About Robert J. Hanten, MRFC®, LUTCF®, FICF,

Robert Hanten is Principal and President of Solidarity Financial, Inc., a Minnesota licensed insurance agency and a licensed life and health insurance agent since 1991.

Mr. Hanten is also Vice President, Portfolio Manager and Investment Advisor Representative for Pilot Capital Management Corporation, a Registered Investment Advisor in the State of Minnesota.

Pilot Capital Management Corporation is a fee-based [RR-MF1] registered investment advisory firm. Mr. Hanten offers fee based [RR-MF2] investment management and financial planning through Pilot Capital Management Corporation.

Mr. Hanten is a past president and was a longtime board member of the Minneapolis Chapter of the National Association of Insurance and Financial Advisors, a Master Registered Financial Consultant and member of the International Association of Registered Financial Consultants. He is a fellow with the Life Underwriters Training Council, and a fellow with the National Association of Fraternal Insurance Counselors.

Mr. Hanten served as a Board Member of the Minnesota Catholic Credit Union during the financial crisis from 2005 to 2012. He currently serves on the Board of Catholic Eldercare, Minneapolis, MN as Vice Chairman, and is founder and Chairman of the Board of the Sodality of St. John Baptist, a disaster relief organization. He serves as a Trustee for All Saints Parish in Northeast Minneapolis, is a member of the Sovereign Military Hospitaller Order of St. John of Jerusalem, of Rhodes and of Malta (Knights of Malta) and a Knight of the Holy Sepulcher of Jerusalem.

He is married to his wife of 43 years, Lisa, who also works with him at the firm. They live in Orono, Minnesota. He and Lisa have six children and nine grandchildren.

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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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Insurance products offered through Solidarity Financial, Inc., a Minnesota licensed insurance agency (License #40143527). Investment advisory services offered through Pilot Capital Management Corporation, a registered investment advisor in the State of Minnesota (CRD# 107684). Solidarity Financial, Inc. is under common control by Pilot Capital Management Corporation.

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.