Accredited Investors Wealth Management
Accredited Investors Wealth Management (CRD# 105439) is a financial advisory firm headquartered in Edina, MN. They manage $3,359,362,288 in 4,519 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management3,359MILLION
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Total Number of Accounts4,519ACCOUNTS
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Average Account Value$743,386
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, IA, IL, MA, MD, MN, ND, NE, NH, NY, OR, PA, SC, TX, WA, WI
Ross Levin (CRD# 1060168) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 41 years of experience in the finance industry.
Frederick Semmer (CRD# 6784137) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 11 years of experience in the finance industry.
Sean Smith (CRD# 4231694) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 20 years of experience in the finance industry.
Jacob Wolkowitz (CRD# 4421117) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has 1 year of experience in the finance industry.