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.


Best Places to Work for LGBTQ Equality

Human Rights Campaign, 2017-2020

Best Places to Work for Disability Inclusion

Disability Equality Index, 2019-2020

BISA Diversity & Inclusion Award

Bank & Insurance Securities Association, 2020


Barron's List of 100 Best Annuities

Barron's, 2019 & 2020

Innovation Award

NAFCU Services, 2017 & 2018

PLANSPONSOR 401(k) Award Winner & Top 10 Provider

Plansponsor, 2015, 2016 & 2017

#2 Most Reputable Insurance Company in U.S.

Reputation Institute, 2017

Celent Model Insurer Award

Celent, 2017


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

Worlds Most Ethical Companies®

Ethisphere® Institute, 2013, 2014, 2016 & 2017*

Distinguished Performer Award for Innovation

Deloitte's Wisconsin 75 List, 2017

Winning "W" Company

2020 Women on Boards, 2014-2020

Top Independent Broker/Dealer by Revenue

Bank Investment Consultant, 2016; InvestmentNews, 2018

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

Wisconsin 75 List

Deloitte, 2016-2020

Corporate Social Responsibility

ENERGY STAR® Certified Building in Madison

ENERGY STAR® 2013-2014

ENERGY STAR® Certified Building in Waverly

ENERGY STAR® 2015-2018

Largest Corporate Charitable Contributor in Wisconsin

Milwaukee Business Journal, 2016 & 2017

Bicycle Friendly Business Award

League of American Bicyclists, 2014-2020

*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.