Awards and Recognition
We're honored to be recognized by these reputable organizations, and proud to say these distinctions are a reflection of our people, purpose, values and the impact we have on others.
Recent
LUMINARIES Thought Leadership & Education Award for Behavioral Finance Program
ThinkAdvisor, 2021
World’s Most Ethical Companies®
Ethisphere Institute, 5-Time Honoree, 2013, 2014, 2016, 2017 & 2021*
Solutions
Innovation Award for Stronger Together Campaign
National Association of Federal Credit Unions, 2021
Innovation Award
NAFCU Services, 2017 & 2018
Celent Model Insurer Award
Celent, 2017
PLANSPONSOR 401(k) Award Winner & Top 10 Provider
Plansponsor, 2015, 2016 & 2017
#2 Most Reputable Insurance Company in U.S.
Reputation Institute, 2017
Workplace
BISA Diversity & Inclusion Award
Bank & Insurance Securities Association, 2020
Wisconsin 75 List
Deloitte, 2016-2020
Patriot Award, for Employer Support of the Guard and Reserve
U.S. Department of Defense, 2018-2020
Pro Patria Award, for Employer Support of the Guard & Reserve, Wisconsin
U.S. Department of Defense, 2020
Secretary of Defense Freedom Award, for Employer Support of the Guard & Reserve
U.S. Department of Defense, 2020
Winning "W" Company
2020 Women on Boards, 2014-2020
Prometheus Awards, Best Technology Company Culture Finalist
The Technology Association of Iowa and LWBJ, 2019
Distinguished Performer Award for Diversity
Deloitte Wisconsin 75 List, 2018
Top Independent Broker/Dealer by Revenue
Bank Investment Consultant, 2016; InvestmentNews, 2018
Distinguished Performer Award for Innovation
Deloitte's Wisconsin 75 List, 2017
Ranked Top 10 Independent Broker/Dealer with Highest-Producing Reps
Financial Planning, 2016 & 2017; InvestmentNews, 2016 & 2017
Top 10 Independent Broker/Dealer for Women
Financial Planning, 2016 & 2017
Corporate Social Responsibility
Corporate Impact Award
Latino Chamber of Commerce, 2021
Foundation Honored with Industry Partner Award for Social Equity & Community Empowerment
American Council of Life Insurers, the American Property Casualty Insurance Assn, and the Life Insurance Council of NY, 2021
Bicycle Friendly Business Award
League of American Bicyclists, 2014-2021
Climate Champion
Dane County Office of Energy & Climate Change, 2020
ENERGY STAR® Certified Building in Madison, Wisconsin
ENERGY STAR®, 2013, 2014, 2016, 2017, 2018 & 2020
ENERGY STAR® Certified Building in Waverly, Iowa
ENERGY STAR®, 2015, 2016, 2018, 2019 & 2020
ENERGY STAR® Certified Building in Great Bend, Kansas
ENERGY STAR®, 2020
Engagement Beyond the Pledge Award
United Way of Dane County, 2020
*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.