Accredited Investors Wealth Management

Accredited Investors Wealth Management (CRD# 105439) is a financial advisory firm headquartered in Edina, MN. They manage $2,297,526,718 in 3,961 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,298
    MILLION
  • Total Number of Accounts
    3,961
    ACCOUNTS
  • Average Account Value
    $580,037
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
  • Selection of other advisers (including private fund managers)
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, ND, NE, NH, 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

Ross Levin (CRD# 1060168) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 38 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
Frederick R. Semmer
CRD#: 6784137
5200 West 73rd Street, Edina, MN 55439

Frederick Semmer (CRD# 6784137) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 8 years of experience in the finance industry.

3
Sean P. Smith
CRD#: 4231694
5200 West 73rd Street, Edina, MN 55439

Sean Smith (CRD# 4231694) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 17 years of experience in the finance industry.

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

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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