Five Star award winners Reepmeyer & Carroll Group

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Detroit Five Star award winners
PROFESSIONAL PROFILE
                            
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Reepmeyer & Carroll Group
Oppenheimer & Co Inc.
385 S Eton St
Birmingham, MI 48009
Office: (248) 593-3744
bryan.carroll@opco.com; william.reepmeyer@opco.com
Professional ApproachWe help a select group of families and individuals manage their financial affairs. Our focus is retirement planning - preparing for, transitioning into and enjoying a comfortable retirement. Please call us today at (248) 593-3744 to see how we can help you with your financial goals.
Bryan J. CarrollSenior Director - InvestmentsPhone: (248) 593-3744

Bryan Carroll joined Oppenheimer & Co. Inc. in 2010 as a Director – Investments after 12 years at UBS (PaineWebber), where he had been a Vice President – Investments. He graduated from the Honors College of Michigan State University with a B.A. in Accounting and completed the Personal Financial Planning Program at Oakland University. He holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc.
Bryan’s areas of focus within the team include assisting clients with identifying goals and objectives, financial planning strategies, mutual fund research and analysis and portfolio asset allocation. He also assists clients with insurance and annuity strategies.
Bryan is married, has five children and resides at their family farm in Shields, Michigan.  Bryan is an avid ice hockey player and has coached youth sports, including hockey and soccer.  He also enjoys beekeeping, surfing, cooking, tennis, golf and eating farmgrown heirloom vegetables.
William V. ReepmeyerSenior Director - InvestmentsPhone: (248) 593-3754

William Reepmeyer joined Oppenheimer & Co. Inc. in 2010 as Senior Director – Investments from UBS (PaineWebber). He earned his B.S. in Economics from the Wharton School of the University of Pennsylvania and M.B.A. from the University of Michigan (and played for eight years on the Club Rugby Team). Bill spent six years serving as a Sergeant in the U.S. Air Force Reserve. He began his career in financial services as a CPA at Arthur Young & Co. in New York City and has worked at Drexel Burnham Lambert, Oberweis Securities, Olde & Co. (which he co-founded) and Kidder Peabody. Bill has over 50 years of experience in the financial services industry.
Bill has an extensive accounting and economics background. He offers insightful vision and direction for the investment team and their clients, has vast knowledge and experience with investment and options strategies.
His interests include ice hockey, harness horse racing and spending time in New Hampshire and Maine. He coached youth soccer for 15 years and youth hockey for 30 years, including 10 years                                                  as head coach of the Birmingham High School hockey team.
                                      He and his wife of 50 years have four sons and seven grandchildren.

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                        This award was issued on 5/1/22 by Five Star Professional (FSP) for the time period 09/3/2021 through 03/11/2022. 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. 3273 Detroit-area wealth managers were considered for the award; 304 (9% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 3260, 274, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. 
                    
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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    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.