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ACCREDITED INVESTORS INC
ACCREDITED INVESTORS INC
ACCREDITED INVESTORS WEALTH MANAGEMENT
EDINA, Minnesota
·
11 registered advisors
·
CRD# 105439
SEC# 801-33659
0
952-841-2222
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
52
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ACCREDITED INVESTORS INC
11 registered advisors
Brandon Richard Jones
EDINA, Minnesota
CRD# 4728458
Brian Gregory Martin
EDINA, Minnesota
CRD# 6764070
Jacob Wolkowitz
EDINA, Minnesota
CRD# 4421117
Jenna Marie Holm
EDINA, Minnesota
CRD# 6764072
Jeremy Joel Heckman
EDINA, Minnesota
CRD# 4648286
Lewis Zeidner
EDINA, Minnesota
CRD# 6175865
Rebecca Mary Krieger
EDINA, Minnesota
CRD# 6764069
Ross Levin
EDINA, Minnesota
CRD# 1060168
Sean Patrick Smith
EDINA, Minnesota
CRD# 4231694
Steven Scott Gilbertson
EDINA, Minnesota
CRD# 4207034
Willis Theo Heupel
EDINA, Minnesota
CRD# 1745262
05
Office Locations
EDINA, Minnesota
11 advisors
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Data sourced from SEC Form ADV filings. ACCREDITED INVESTORS INC (CRD# 105439) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.