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

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

Solutions

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

Workplace

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.