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North Shore Investment Services’ Erika Milosevich Receives Prestigious Industry Recognitions

Brookfield, Wis. – North Shore Investment Services today announced Erika Milosevich, CFP-Vice President and Program Manager of North Shore Investment Services, has received multiple Top Directors Awards recognition in two 2024 Kehrer Group Top Directors Awards categories. She was awarded 2nd Place in the Top Directors - Small Firm category, and 4th Place in the Top Directors - Women-Led Firms category.

phtEMilosevich-2017Since 2021, the Kehrer Group Top Directors Awards have selected top-rated investment professionals and celebrated leading financial services executives from across the financial institution insurance and securities community. The group uses a transparent, data-driven process to determine the Top Directors, consistent with its position as an independent, third-party research and consulting firm. The methodology is applied to a diverse group of nominees that cross broker dealers, delivery models, and institution size. You can learn more about the methodology behind the 2024 Top Directors Awards here.

“It is terrific to see Erika being acknowledged as a leader among her peers,” said Susan T. Doyle, senior vice president for North Shore Bank, Doyle said. “Under her direction, she has built a solid program. She and her team members are well-respected by North Shore Bank customers, employees, and her peers. This recognition is well-deserved.”

Milosevich has led North Shore Investment Services since its inception 25 years ago in 2000 and it is headquartered in Brookfield, Wisconsin.

North Shore Investment Services (15700 W. Bluemound Road, Brookfield, WI 53005, 866-899-3066) is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with North Shore Bank or its related companies.

Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed

• Not a deposit • Not insured by any federal government agency

Won 2024 Top Directors – Small Firm and Top Directors − Women-Led Firms categories. Kehrer Group Top Directors Award metrics included Household penetration - percent of customer/member households with an investment relationship, Revenue penetration of deposits - revenue per million of FDIC core deposits or NCUA share deposits, Revenue penetration of households - revenue per customer/member household, Profit margin, Advisor revenue productivity - gross revenue per advisor, Advisor asset productivity - assets per advisor, Share of revenue from advisory business, Share of revenue from life insurance revenue, Clients per advisor, Revenue per client, Investment assets per client, Net new assets per advisor, Active financial planning clients per advisor (in 2024 this metric was replaced with Year-over-year revenue growth), Asset productivity - revenue on assets, Advisor deposit coverage - deposits per advisor, Advisor household coverage - customer/member households per advisor. Sources of data included annual benchmarking surveys, self-nominations, and nominations by third-party BDs. For each metric they assigned 100 points to the practice with the best performance, 99 for the next best, etc. In the case of clients per advisor and advisor coverage, the firms were ranked lowest to highest. This approach resulted in firms earning points in any one factor only if they were in the top 100. They then averaged the scores of the firms across the 16 criteria - these criteria can change yearly. There were no costs to be considered or to receive a Top Directors Award. Programs will be considered based on answers provided on the nomination form. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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