AdvisorOS Directory
Claim Profile
JH

Jeremy Joel Heckman

ACCREDITED INVESTORS INC·EDINA, Minnesota
Unclaimed Profile
5200 WEST 73RD STREET, EDINA, MN 55439-2204CRD# 4648286Firm CRD# 105439
01

About

Jeremy Joel Heckman is a registered financial advisor based in EDINA, Minnesota, affiliated with ACCREDITED INVESTORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCREDITED INVESTORS INC
ACCREDITED INVESTORS WEALTH MANAGEMENT
AUM
$3.4B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at ACCREDITED INVESTORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4648286
Firm CRD# 105439
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeremy Joel Heckman offer?
Jeremy Joel Heckman specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Jeremy Joel Heckman's credentials?
Jeremy Joel Heckman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Joel Heckman located?
Jeremy Joel Heckman is based in EDINA, Minnesota, working with ACCREDITED INVESTORS INC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Jeremy Joel Heckman charge for services?
Jeremy Joel Heckman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCREDITED INVESTORS INC?
ACCREDITED INVESTORS INC has approximately 52 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile