ACCREDITED INVESTORS WEALTH MANAGEMENT of EDINA, MN is an SEC-registered investment adviser (CRD 105439). Regulatory assets under management: $4.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Ross Levin | OFFICER/SHAREHOLDER/DIRECTOR; TRUSTEE | Skokie, IL |
| Willis Theo Heupel | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR; TRUSTEE | — |
| Jacob Wolkowitz | CHIEF INVESTMENT OFFICER/SHAREHOLDER | — |
| Rebecca Mary Krieger | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Brian Gregory Martin | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Jenna Marie Holm | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/DIRECTOR | — |
| Steven Scott Gilbertson | SHAREHOLDER | — |
| Brandon Richard Jones | SHAREHOLDER | — |
| Sean Patrick Smith | SHAREHOLDER | — |
| Jeremy Joel Heckman | SHAREHOLDER | — |
| SMITH BRIEN PATRICK | SHAREHOLDER | — |
| HEUPEL WILLIS THEO | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR; COO, DIRECTOR; MANAGING PARTNER, DIRECTOR (+2 more) | — |
| LEVIN ROSS | CHIEF EXECUTIVE OFFICER/SHAREHOLDER; CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR; OFFICER/SHAREHOLDER/DIRECTOR (+2 more) | — |
| LONGO KATHLEEN MARIE | PARTNER; PRINCIPAL; PRINCIPAL, DIRECTOR | — |
| JONES BRADFORD RICHARD | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| SLOCUM HOLLY ANNE | PARTNER | — |
| ZEIDNER LEWIS | COO, DIRECTOR | — |
| MARTIN SCOTT GREGORY | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER; MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER/DIRECTOR; MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| WOLKOWITZ JACOB | CHIEF INVESTMENT OFFICER/SHAREHOLDER; MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | — |
| Krieger Rebecca Mary | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER; MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER/DIRECTOR; MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Holm Jenna Marie | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |
| GILBERTSON STEVEN SCOTT | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| HECKMAN JEREMY JOEL | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |