Accredited Investors, Inc.
Address: 5200 W 73rd St, Minneapolis, MN 55439 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (952) 841-2222Website: Category: : : : Place name: : : : Website: http://www.accredited.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Accredited Investors Wealth Management ® Posting publicly on the Web Write a review Reviews Be the first to review
Accredited Investors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Accredited Investors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Accredited Investors, Inc. Employees
Family Wealth Planning Group of Raymond James July 2012 - Present
Accredited Investors, Inc. September 2007 - July 2012
Thrivent Financial 2006 - 2007
Accenture 2004 - 2006
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Wealth, Investment Management, Financial Planners, Retirement Planning, Wealth Management, Personal Finance, Finance, Wealth Management..., Cash Flow
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science Business (BSB), Carlson School of Management
University of Saint Thomas 1999 — 2000
Post-Secondary Courses, Accounting and Finance
College for Financial Planning 2010 — 2012
Master of Science Degree (MS), Personal Financial Planning Major
The American University in Cairo 2002 — 2003
Study Abroad, International Business and Arabic
Accredited Investors, Inc. September 2007 - Present
Self-employed freelance musician August 1998 - Present
The Bryton Companies May 2002 - August 2007
Drake University August 2005 - May 2007
Education
Drake University 1998 — 2002
Bachelor's of Science, Major: Finance, Minor: Jazz Studies
Telos Consulting 2009 - Present
Accredited Investors, Inc. 2006 - 2009
Skills
Asset Management, Cash Flow Analysis, Document Management, Estate Planning, Coaching, Time Management
Education
University of St. Thomas 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
Oakland University
Certificate of Financial Planning
Accredited Investors, Inc. October 2004 - January 2014
Skills
Retirement, Estate Planning, Financial Planners, Personal Finance, Wealth Management, Retirement Planning, Cash Flow, Strategy, Management, Analysis, CRM
Education
College for Financial Planning
Principia College
Bachelor's degree, Economics
Washington University in St. Louis
Master of Business Administration (MBA)
Flourish Wealth Management April 2014 - Present
Accredited Investors Inc. 2001 - April 2014
Family Financial Strategies 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
KPMG Peat Marwick 1995 - 1996
Deloitte & Touche 1994 - 1995
CCP Financial Planning Services, Inc. 1992 - 1993
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Management, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Leadership, Investments, Certified Financial..., Investment Management, Portfolio Management
Education
Purdue University 1988 — 1992
BS, Financial Planning and Counseling
Accredited Investors Inc. May 2005 - Present
VocalEssence July 2013 - Present
Piper Jaffray July 2004 - May 2005
Skills
Investment Advisory, Equity Research, Investment Strategies
Education
Carleton College 2000 — 2004
Bachelor of Arts (BA), Economics
Engineering America, Inc. February 2015 - Present
American Cast Iron Pipe Company August 2005 - Present
Accredited Investors, Inc. October 2003 - May 2005
BDM Consulting Engineers November 2001 - October 2003
Setter Leach & Lindstrom March 2000 - October 2001
Powell Associates March 1998 - January 2000
Michael L Priest & Associates June 1996 - March 1998
Skills
Water
Education
Michigan Technological University 1991 — 1996
BS, Environmental Engineering
Minnesota State University, Mankato 2002 — 2004
Certificate, Financial Planning
Accredited Investors, Inc. 1988 - Present
US Bank 1986 - 1987
Wells Fargo 1980 - 1985
Skills
Investment Advisory, Retirement Planning, Wealth Management, Asset Management, Retirement
Education
University of Minnesota-Twin Cities 1985 — 1986
MBA, Finance
North Dakota State University 1974 — 1979
Master of Science (M.S.), Humanities and Social Sciences
Accredited Investors, Inc. February 2010 - Present
Epic July 2008 - October 2009
Accredited Investors, Inc. 2007 - 2008
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Hamline University 2004 — 2008
BS, Economics
Accredited Investors, Inc. January 2006 - Present
Wells Fargo April 2002 - December 2005
Education
Kansas State University
MS, Financial Planning
University of St. Thomas
BA, General Business Management
Dunn Bros Coffee March 2012 - Present
Accredited Investors, Inc. September 2011 - March 2012
Ameriprise Financial Services, Inc. December 2009 - August 2011
ALPS Fund Services, Inc June 2006 - October 2009
Columbia Funds Services Inc September 2001 - March 2006
Education
Metropolitan State College of Denver
Certificate in Personal Financial Planning, Finance
University of Iowa
Bachelor of Science Degree, Psychology
Cargill August 2014 - Present
Target September 2012 - August 2014
Target May 2011 - September 2012
Deloitte January 2008 - May 2011
Accredited Investors, Inc. September 2005 - October 2007
Skills
Competitive Analysis, Process Improvement, Project Management, Supply Chain Management, Six Sigma, Strategic Planning, Business Process, Account Management, Analytics, SWOT analysis, Strategy, Coaching, Forecasting, Analysis, Cross-functional Team..., Operations Management, Financial Analysis, Business Process..., Business Analysis, Financial Modeling, Management, Business Strategy, Leadership, Customer Service, Quality Assurance, Team Leadership, Risk Management, Training, Business Development, Change Management, Consulting, Marketing
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Master of Business Administration (MBA), Supply Chain Management, Information Systems
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Entrepreneurial Management, Finance
Grand Marais State Bank May 2007 - Present
Max Construction 2004 - 2007
Nash Finch Company 2003 - 2004
Mount Olive Lutheran Church 2002 - 2003
Accredited Investors Inc. 1997 - 2002
Skills
Strategic Planning, Customer Focus, Confidentiality, Loan Processing, Lending Compliance, Goal Oriented, Bank Statement Analysis, Teaching/Mentoring, Business Acumen, Team Leadership, Sales, Public Speaking, New Business Development, Microsoft Office, Marketing Strategy, Leadership, Customer Service, Banking
Education
Graduate School of Banking - Madison, WI 2010 — 2012
Luther Seminary 2001 — 2003
Masters of Divinity Program
Gustavus Adolphus College 1993 — 1997
Bachelor's Degree, Financial Economics
Westlake High School 1989 — 1993
Securian Financial Group July 2014 - Present
Securian Financial Group November 2004 - July 2014
Accredited Investors, Inc. February 1995 - November 2004
CIGNA Retirement and Investment Services June 1993 - February 1995
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Equities, Strategic Financial..., Due Diligence, Investment Management, Investment Advisory, Finance, Financial Planning
Education
Loras College
Bachelor of Arts, Degree, Accounting
Rasmussen College June 2015 - Present
Artesyn Embedded Technologies June 2012 - June 2015
Bachman's Garden Center April 2010 - June 2012
Zeller Realty Group July 2011 - May 2012
Accredited Investors, Inc. August 2011 - January 2012
Pearson Education March 2011 - May 2011
Park Nicollet Institute March 2007 - April 2009
Wilson McShane Corporation July 2000 - March 2007
Carlson Marketing Group January 1997 - July 2000
Eaton Corporation September 1991 - January 1997
Skills
InDesign, Microsoft Publisher, Microsoft Excel, Photoshop, Brochures, Social Media, New Hire Orientations, Employee Benefits, Defined Contribution..., Price Negotiation, Supplies - Inventory..., Facilities Management, Forms, Microsoft Word Forms..., Newsletters, Email Marketing, Facebook, Proofreading, Human Resources, Microsoft Office, Leadership, Training
Education
University of Minnesota-Twin Cities 1993 — 1996
Bachelor of Arts, Journalism and Mass Communications
Normandale Community College 1991 — 1994
Associates Degree, English, International Relations, Japanese
Lincoln Senior High School
Sanford Health September 2015 - Present
Avera McKennan Hospital & University Health Center September 2014 - September 2015
Protiviti April 2010 - September 2014
Marquette Asset Management 2009 - 2010
Accredited Investors, Inc. December 2007 - August 2009
Skills
Compliance, Internal Audit, Auditing, SOX, Risk, Audit, Accounting, Risk Management, Excel, Internal Controls, Documentation, Business Process...
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
University of Minnesota - Carlson School of Management 2006 — 2009
Bachelor's of Science, Finance, Risk Management & Insurance
Copenhagen Business School 2007 — 2007
BGM TruNorth Wealth Partners April 2015 - Present
McGladrey August 2010 - March 2015
Accredited Investors, Inc. 2007 - 2010
Wells Fargo 2006 - 2007
Cargill Value Investment 2004 - 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investments, Financial Advisory, Retirement, Investment Advisory, Risk Management
Education
St. Olaf College 1999 — 2003
BA, Economics, Family Studies
REI June 2013 - Present
Outdoor Research January 2013 - June 2013
UW Dept. of Global Health, in partnership with the Bill & Melinda Gates Foundation June 2012 - September 2012
Nike January 2012 - March 2012
REI 2010 - 2011
Accredited Investors, Inc. May 2008 - March 2010
Camp Widjiwagan - YMCA of Greater St. Paul January 2005 - May 2008
Camp Widjiwagan - YMCA of Greater St. Paul 2003 - 2004
Camp Widjiwagan - YMCA of Greater St. Paul 2002 - 2003
Lands' End 2001 - 2002
Skills
PowerPoint, Excel, Word, Fundraising, Event Planning, Microsoft Office, Access, Budgeting, Customer Service, Strategic Planning, Microsoft Excel, Budgets, Data Analysis, Analysis, Leadership, Market Research, Microsoft Word, Marketing, Project Management, Strategy, Marketing Strategy, Sales, Product Development, Risk Management, Training, Research, Team Building, Program Management, Public Speaking, Cross-functional Team..., Management, Nonprofits, Business Strategy
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
MBA, Marketing, Strategy
Gettysburg College 1995 — 1999
B.S., Mathematics, Computer Science
St. Paul Academy and Summit School 1981 — 1995
High School
Windsor Financial Group, LLC March 2015 - Present
Brown Wealth Management June 2011 - February 2015
Accredited Investors, Inc. November 2010 - May 2011
Carlson School of Management September 2009 - December 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Retirement, Risk Management, Asset Allocation, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science in Business, Finance
The Berlin School of Economics and Law 2010 — 2010
Finance, German
The Harbor Group April 2014 - Present
Colman Knight Advisory Group, LLC June 2012 - April 2014
Vested For Growth October 2011 - June 2012
Ballentine Partners, LLC July 2011 - October 2011
Accredited Investors, Inc. May 2010 - June 2011
Accredited Investors, Inc. July 2008 - June 2011
Accredited Investors, Inc. March 2006 - July 2008
Capital Analysts of New England, Inc May 2005 - March 2006
Skills
Strategic Financial..., Investments, Strategic Planning, Profit Sharing, Royalties, Wealth Management, Asset Managment, Financial Advisory, Investment Advisory, Investment Management, Retirement Planning, Retirement, Estate Planning, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MS, Financial Planning
Bentley University 2001 — 2005
BS, Finance
General Mills June 2015 - Present
Snowta Apparel December 2013 - Present
Target July 2013 - May 2015
Target March 2011 - June 2013
Frontier Futures Inc. June 2010 - July 2010
Accredited Investors, Inc. August 2009 - May 2010
Wells Fargo Advisors May 2008 - August 2008
Skills
Accounting, Investments, Analysis, Financial Reporting, Economics, Business Analysis, Retail, Merchandising, Product Assortment..., Forecasting, Inventory Management, Negotiation, Strategic Negotiations, Strategic Planning, Vendor Partnerships
Education
University of Minnesota - Carlson School of Management 2007 — 2010
BS, Finance, Economics
Accredited Investors, Inc. April 2010 - December 2012
Affiance Financial September 2009 - April 2010
Self-Employed 1991 - 2009
Skills
Core Competencies:..., Portfolio Management..., Financial Planning..., Cash Management:..., Office Skills:..., Strategic Financial..., Trusts, High Net Worth..., Investment Strategies, Retirement Planning, Financial Advisory, Mutual Funds, Cash Flow, Wealth Management
Education
Carnegie Mellon University
Bachelor of Science (BS), Mechanical Engineering, Public Policy
Accredited Investors Inc. January 2005 - Present
YMCA of the Greater Twin Cities March 2012 - Present
Deloitte May 2002 - January 2005
Arthur Andersen 2000 - May 2002
Boeckermann Grafstrom & Mayer 1998 - 1999
Skills
Wealth Management, Management, Financial Planning, Retirement Planning
Education
Saint Cloud State University - G.R. Herberger College of Business 1996 — 2000
Bachelor of Science, Accounting
Accredited Investors, Inc. August 2009 - Present
Boulay Heutmaker Zibell & Co., PLLP January 2007 - April 2009
Wade Financial Group September 2003 - January 2007
Boulay Heutmaker Zibell & Co., PLLP January 2002 - September 2003
Berkowitz Dick Pollack & Brant 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Estate Planning, Tax, Portfolio Management, Retirement, Investments, Asset Management, Mutual Funds, Financial Advisory, Financial Planners, Cash Flow
Education
Iowa State University - College of Business 1990 — 1995
BS, Accounting, Finanance
Target September 2014 - Present
Target September 2013 - September 2014
Target June 2012 - September 2013
FindLaw, a Thomson Reuters business May 2011 - August 2011
Accredited Investors, Inc. February 2011 - May 2011
Murphy Pohlad Asset Management November 2010 - February 2011
Genuine Parts Company May 2009 - January 2011
Rush Creek Golf Club March 2006 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Leadership, Management, Sales, Financial Analysis, Business Analysis, Forecasting, Inventory Management, Process Improvement, Time Management, Microsoft Word, Strategy
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science in Business, Carlson School of Management
DeLaSalle High School 2004 — 2008
SYM Financial Advisors Associate AdvisorSYM Financial AdvisorsMarch 2012 - Present
Accredited Investors, Inc. 2008 - 2011
Skills
Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Risk Management, Accounting, Banking, Financial Analysis
Education
Purdue University 2004 — 2008
Bachelor's Degree, Financial Counseling and Planning
U.S. Bank November 2014 - Present
Delta Air Lines March 2014 - November 2014
Delta Air Lines November 2012 - March 2014
Delta Air Lines June 2011 - November 2012
US Bank June 2010 - August 2010
Accredited Investors, Inc May 2009 - January 2010
Skills
Analysis, Finance, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
Moorhead High School 2003 — 2007
Kaleo Advisor Group August 2011 - Present
RBC Wealth Management February 2010 - August 2011
Accredited Investors Inc. December 2007 - February 2010
Ameriprise June 2006 - December 2007
Education
Hillsdale College 2000 — 2004
Bachelor of Arts (B.A.), Religion and Philosophy
Accredited Investors, Inc. May 2012 - Present
Skills
Portfolio Management, Comprehensive Wealth..., Certified Financial...
Education
University of Saint Thomas 1999 — 2005
B.A., Financial Management
University of Limerick 2002 — 2002
Study Abroad
Shanley High School 1996 — 1999
Accredited Investors Inc. October 2012 - Present
Edward Jones February 2009 - Present
Deloitte Consulting LLP January 2007 - January 2009
IBM (previously PricewaterhouseCoopers Consulting) March 2000 - January 2008
IBM Global Business Services 2002 - 2007
Prudential Financial June 1979 - September 1998
Skills
Certified Financial..., Business Transformation, Management Consulting, Business Process..., Strategic Planning, Change Management, Business Analysis, Account Management, New Business Development, Sales Management, Team Leadership
Education
William Mitchell College of Law 1994 — 1998
JD
University of Saint Thomas - School of Business 1980 — 1984
MBA
University of Minnesota-Twin Cities 1976 — 1979
BA, Journalism
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Carol Larsen Consulting Inc. February 2008 - Present
Optimal Coaching and Consulting, LLC August 2010 - June 2012
Accredited Investors Inc. February 2008 - November 2008
Personnel Decisions International 1999 - 2005
Personnel Decisions International 1991 - 1999
Skills
New Program Training..., Public Speakings, Job Coaching, Executive Coaching, Presentation Coaching, Career Counseling, Emotional Intelligence..., Emotional Intelligence, Training, Technology Needs..., Organizational..., Performance Management, Career Management, Management Consulting, Career Development, Interviews, MBTI, Workshop Facilitation, Strategy, Coaching, Change Management, Deferred Compensation, Talent Management, Employee Relations, HR Consulting, Leadership, Job Search Strategies, Human Resources, Onboarding, Recruiting, Leadership Development, Succession Planning, Employee Engagement, Organizational..., Employee Benefits, Workforce Planning, Organizational Design, Management, Consulting, 360 Feedback, CRM, Program Management, Talent Acquisition, Outplacement, Personnel Management, Executive Development, Culture Change, Employee Training, Resume Writing, Job Search
Education
North Dakota State University
B.A., Speech, Education, History
University of Minnesota-Twin Cities
MA Coursework, Organization Development, Training and Development
University of St. Thomas
Mini MBA, Business
ImageTrend, Inc October 2014 - Present
Accredited Investors Inc. December 2012 - October 2014
AXA Advisors June 2009 - July 2012
Fairview Health Services October 2007 - August 2008
Park Nicollet Health Services February 2003 - October 2007
Nemer Fieger February 2000 - August 2002
Education
Minnesota School of Business 1996 — 1999
Graphic Design/Multimedia
Virginia Tech August 2014 - Present
Perennial Wealth Group, Inc. August 2014 - August 2015
Accredited Investors, Inc June 2004 - March 2014
Skills
Financial Planning, Wealth Management, Wealth, Public Speaking, Retirement Planning, Investments, Finance, Leadership, Financial Advisory, Estate Planning
Education
Kansas State University
Ph.D. Candidate, Personal Financial Planning
Kansas State University
Graduate Certificate in Conflict Resolution, Mediation
Kansas State University 2007 — 2011
M.S. Family Studies & Human Services, Financial Planning
Capgemini June 2013 - Present
Capgemini January 2012 - June 2013
Accredited Investors, Inc. May 2011 - December 2011
Accredited Investors, Inc. January 2010 - October 2010
Target August 2006 - April 2010
Target August 2007 - July 2008
Skills
Outlook, Customer Service, Inventory Management, Informatica, PowerPoint, Microsoft Excel, SQL, Business Analysis, Visio, Microsoft Word, Sales, Leadership, Project Management, Management, Business Process, Business Intelligence, SDLC, Data Analysis, Requirements Analysis, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Management of Information Systems
Merrill Lynch August 2013 - Present
Accredited Investors Inc. September 2012 - May 2013
Ameriprise Financial Services, Inc. October 2011 - September 2012
JPMorgan Chase March 2010 - April 2011
Bank of America June 2005 - March 2010
Skills
Wealth Management, Relationship Management, Private Banking, Mortgage Lending, Investment Advisory, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Banking, Investments, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Dallas 1991 — 1993
Bachelors of Science, Economics and Finance
Oakley High School August 2012 - Present
KHC Wealth Management Services February 2010 - August 2012
Accredited Investors Inc. June 2005 - August 2009
Skills
Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Estate Planning, Financial Planning, Retirement, Asset Management, Investments, Management, Insurance Planning, Investment Management
Education
Fort Hays State University 2000 — 2005
Accounting & Finance with emphasis in Financial Planning