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Willis Theo Heupel

ACCREDITED INVESTORS INC·EDINA, Minnesota
Unclaimed Profile
5200 WEST 73RD STREET, EDINA, MN 55439-2204CRD# 1745262Firm CRD# 105439
01

About

Willis Theo Heupel 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# 1745262
Firm CRD# 105439
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Willis Theo Heupel offer?
Willis Theo Heupel specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Willis Theo Heupel's credentials?
Willis Theo Heupel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Willis Theo Heupel located?
Willis Theo Heupel is based in EDINA, Minnesota, working with ACCREDITED INVESTORS INC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Willis Theo Heupel charge for services?
Willis Theo Heupel'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.
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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
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