Awards & Accolades
We are pleased to announce that the BVB Group is being recognized as #22 by Forbes/SHOOK Research as a 2026 Best-in-State Wealth Management Team!
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
FORBES 2025 Best-In-State Wealth Advisors
We are pleased to announce that Rick Verthein & Curt Brewer are being recognized with the 2025 FORBES Best-In-State Wealth Advisors award. Rick & Curt’s commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition.
*2025 FORBES | SHOOK Research Best-in-State Wealth Advisors. Published 4/8/25, rankings based on data as of 6/30/24.
Rick Verthein Top 40 Under 40
We are excited to inform you that Richard Verthein has been named as a part of the 2024 Top 40 Regional Brokers Under 40!
2025 Financial Planning Top 40 Regional Broker Under 40. Published 2/18/25. Rankings based on data as of 9/30/24.
#21 Best-in-State Wealth Management Team
We are pleased to announce that the BVB Group is being recognized as #21 by Forbes/SHOOK Research as a 2025 Best-in-State Wealth Management Team!
Published on January 9, 2025. Rankings based on data as of March 31, 2024.
Top Next-Gen Wealth Advisors
We are pleased to announce that Rick Verthein is being recognized with the 2024 FORBES Top Next-Gen Wealth Advisors Best-in-State award!
Published on August 8, 2024. Rankings based on data as of March 31, 2024.
2024 Five Star Wealth Manager
Our team was recognized as a 2024 Five Star Wealth Manager in Milwaukee Magazine.
Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.
Award was issued 6/1/2024 by Five Star Professional for the time period of 10/04/23 through 3/29/24.
Rick Verthein Top 40 under 40
We are excited to inform you that Richard Verthein has been named as a part of the 2024 Top 40 Regional Brokers Under 40.
Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.
#24 Best-in-State Wealth Management Team
We are pleased to announce that the BVB Group is being recognized as #24 by Forbes/SHOOK Research as a 2024 Best-in-State Wealth Management Team!
Published on January 9, 2024. Rankings based on data as of March 31, 2023.
Rick Verthein Named The Freeman Citizen of The Year
Rick Verthein CFP® CPWA® was named Citizen of The Year by the Waukesha Freeman in 2023 - He is recognized for his positive outlook and engagement in the community.
FORBES Best in State Wealth Advisors
Curt Brewer, JD, CFP® and Rick Verthein, CFP®, CPWA® recognized by FORBES as Best in State Wealth Advisors. The team focuses on improving the lives of their clients and their families by providing attentive financial service and customer care. Curt and Rick’s commitment to Baird's client-first philosophy, teamwork and service has earned this best-in-class recognition. Please join us in congratulating Curt and Rick and the entire team on this tremendous achievement.
Forbes/SHOOK Research Best-In-State Wealth Advisor published April 4, 2023. Ranking as of June 30, 2022.