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).

Current Firm Details
5200 West 73rd Street, Edina, MN 55439
https://www.accredited.com
By the Numbers
  • Total Assets Under Management
    3,359
    MILLION
  • Total Number of Accounts
    4,519
    ACCOUNTS
  • Average Account Value
    $743,386
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, IA, IL, MA, MD, MN, ND, NE, NH, NY, OR, PA, SC, TX, WA, WI

Financial Advisors at Accredited Investors Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Ross Levin, financial advisor Edina MN
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 41 years of experience in the finance industry.

2
Frederick Semmer, financial advisor Edina MN
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 11 years of experience in the finance industry.

3
Sean Smith, financial advisor Edina MN
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 20 years of experience in the finance industry.

4
Jacob Wolkowitz, financial advisor Edina MN
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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