Accredited Investors Wealth Management

Accredited Investors Wealth Management (CRD# 105439) is a financial advisory firm headquartered in Edina, MN. They manage $1,444,419,666 in 3,174 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,444
    MILLION
  • Total Number of Accounts
    3,174
    ACCOUNTS
  • Average Account Value
    $455,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MD, MN, MO, ND, NE, NY, OR, TX, WA, WI

Financial Advisors at Accredited Investors Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Ross Levin
CRD#: 1060168
5200 West 73rd Street, Edina, MN 55439
96
Wealthminder
score

Ross Levin (CRD# 1060168) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 35 years of experience in the finance industry. Ross Levin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean P. Smith
CRD#: 4231694
5200 West 73rd Street, Edina, MN 55439
96
Wealthminder
score

Sean Smith (CRD# 4231694) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 14 years of experience in the finance industry.

3
Jacob R. Altendorf
CRD#: 5677417
5200 West 73rd Street, Edina, MN 55439
90
Wealthminder
score

Jacob Altendorf (CRD# 5677417) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has 1 year of experience in the finance industry.

4
Jacob Wolkowitz
CRD#: 4421117
5200 West 73rd Street, Edina, MN 55439
90
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.