Broker Check
(952) 405-2000
team@ajwfinancial.com
Client Login

Awards & Media

11+ years of recognition

11+ years of recognition

The team is proud to once again be published in Mpls. St. Paul Magazine and Twin Cities Business as a Five Star Wealth Manager.

This distinction is awarded to wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.*

Click here to view the team's Five Star Professional Profile

In the News

 

Presentations & Trainings 

  • Financial Fluency for Family Lawyers, Family Law Institute, St. Paul, March 25, 2024
  • Knowing Your Niche, Cetera Advisor Networks Practice Management Mondays (virtual event), June, 2023 
  • Top Tips for Establishing the Marital Standard of Living for Spousal Maintenance, Family Law Institute, St. Paul, March 20, 2023
  • Speaker, 5 Common Compensation Models for Businesses, Minnesota Continuing Legal Education Virtual Event, 2022
  • Always on Acquisitions, Cetera Connect 21 Virtual Conference, 2021
  • Niche Marketing, Cetera Advisor Networks Connect2Peers Conference, Chicago, IL, 2021
  • Neutral Financial Professionals, St. Thomas Law School, Minneapolis, MN, 2020-present
  • THRIVE After Divorce, Daisy Camp, Minneapolis, MN, 2019 - present
  • Purple Cow Your Practice, Cetera Advisor Networks Connect Conference, San Antonio, TX, 2018
  • The Key to Strategic Planning & Marketing Execution, AdvisorNet Financial Annual Retreat, 2018
  • How to Up Your Divorce Financial Game Plan, FPA Symposium, Minneapolis, MN, October 16, 2017
  • How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension, Bloomington, MN, 2017-present
  • Mix Assets and Debts and What do you Get? Quick Tips to Organizing and Understanding the Balance Sheet, Family Law Institute, Minneapolis, MN, 2017
  • Saver, Spender, Flasher, Stasher – What is your clients’ money psychology and how does it affect their decision making?, CLI Annual Forum, Minneapolis, MN, 2016
  • Up Your Financial Game Plan, Full Day Training Camp, Minneapolis, MN, 2016-present
  • How to Grow Your Practice by Focusing on a Niche Market, Cetera Advisor Networks Connect Conference, San Diego, CA, 2016
  • Upping Your Financial Game - Helping Your Clients Through their Divorce, FPA of Minnesota Monthly Chapter meeting, Minneapolis, MN, 2016
  • An All Star Team: Top Qualities of Administrative Professional, AdvisorNet Financial Administrative Professionals Conference, Minneapolis, MN, 2016
  • Building a Thriving Practice for the Future, AdvisorNet Financial Annual Education Retreat, Minneapolis, MN, 2015
  • Shark Tank: The More Collaborative Dolphin Addition, CLI Annual Forum, Minneapolis, MN, 2015
  • No Silver Bullet – Customized Solutions for Complex Financial Issues, Collaborative Law Institute of MN Annual Meeting, Minneapolis, MN, 2014
  • Feng Shui Your Finances, Daisy Camp, Minneapolis, MN, 2014-2018
  • Equities are a Girl’s Best Friend, Daisy Camp, Minneapolis, MN, 2014-2018
  • Tidy Up Your Loose Ends, Daisy Camp, Minneapolis, MN, 2014-2018
  • Dollars & Sense, Daisy Camp, Minneapolis, MN, 2007-present
  • Looking Forward Financially, Ruth Hayden, Minneapolis, MN, 2014
  • Family Law Series: Collaborative Practice Fundamentals, MN CLE, Minneapolis MN, 2012
  • Collaborative Practice: A Family Friendly Approach to Divorce, Hennepin County Bar Association, Minneapolis, MN, 2012
  • Interdisciplinary Collaborative Practice, Lethbridge, Canada, 2011
  • Interdisciplinary Collaborative Practice, Rome, Italy, 2010
  • Australian Collaborative Conference, Sydney, Australia, 2009
  • Interdisciplinary Collaborative Training, Washington, DC, 2009
  • European Collaborative Conference, Cork, Ireland, 2008
  • IACP Annual Forum, New Orleans, LA, 2008


*This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 10/01/2025. 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. 5789 Twin Cities-area wealth managers were considered for the award; 517 (9 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,789, 624, 13%, 11/1/24, 3/13/24 - 10/29/24; 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.
 
Click to access BrokerCheck
Amy Wolff, Chad Olson, and Shawn Larson are Registered Representatives offering securities and advisory services through Cetera Wealth Services, LLC, member FINRA, SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other named entity.
*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.
© 2025 - Five Star Professional


**2025 Hall of Fame Cetera Wealth Services (f/k/a Cetera Advisor Networks). Cetera Wealth Services Hall of Fame is to reward those long tenured high achievers. Individuals who Diamond qualifiers, but also good stewards of the profession. Good partners with the Cetera home office and have the tenure and track record to show for their efforts. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using this award.