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Now Accepting Nominations for the 2nd Annual Charlie Eisenmann Client First Award

Do you know of a deserving financial advisor or support staff of a Broker/Dealer or RIA firm who exemplifies extraordinary client service and professionalism in the course of delivering financial advisory services? This award commemorates and honors Charlie Eisenmann, who served as Chief Operating Officer for Dunham & Associates Investment Counsel, Inc.

AwardAward Criteria

  • This is an annual, industry-wide award. Eligibility is open to any individual of a Broker/Dealer or RIA firm.
  • This award is given annually to the Nominee who best exemplifies the Charlie Eisenmann Client First Award philosophy as described above. Nominators must articulate how the Nominee demonstrated extraordinary and exemplary efforts in putting the client’s interest ahead of the Nominee's own in the course of delivering financial advisory services.

Eligibility and Deadline

  • The entry period for Nomination Forms for the annual Charlie Eisenmann Client First Award runs from July 15, 2008 through September 15, 2008. Nominations received by Dunham & Associates prior to or after the entry period will not be accepted.
  • All official nominations must be submitted via a Charlie Eisenmann Client First Award Online Nomination Form. The award recipient will receive an engraved crystal award in commemoration of this honor. The award will be presented during the Opening Ceremonies at the 11th Annual Chicago Financial Advisor Symposium at the Sheraton Chicago on October 14, 2008.
  • Nominees must be Financial Advisors or support staff of Broker/Dealers or RIA firms. In keeping with the spirit if this award, Nominees need not be producers of any investments or services offered through Dunham & Associates Investment Counsel, Inc.
  • Those eligible to nominate include clients, financial advisors and/or their support staff, and staff members.
  • Only one nominee per Nomination Form.
  • Nominees and winners are eligible for awards in future years.
  • Recipients will be selected by way of a Dunham & Associates Investment Counsel, Inc. award selection committee.

Nomination

To nominate someone deserving for the Charlie Eisenmann Client First Award, click here.


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