Accredited Investors, Inc.

Description

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

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Accredited Investors, Inc. Employees

Employee
Years
Job
Industry
Nadia Keric, M.S., CFP® Nadia Keric, M.S., CFP® Naples, Florida Area Details
Nadia Keric, M.S., CFP®'s Accredited Investors, Inc. Experience September 2007 - July 2012
Job CERTIFIED FINANCIAL PLANNER™. Team of Financial Advisors Partnering with Wealthy Families & Liberty Mutual Executives
Industry Financial Services
Experience
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

Steve Gilbertson Steve Gilbertson Greater Minneapolis-St. Paul Area Details
Steve Gilbertson's Accredited Investors, Inc. Experience September 2007 - Present
Job Lead Wealth Manager & Shareholder at Accredited Investors, Inc.
Industry Financial Services
Experience
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

Ramona Michaels, CFP® Ramona Michaels, CFP® Greater Minneapolis-St. Paul Area Details
Ramona Michaels, CFP®'s Accredited Investors, Inc. Experience 2006 - 2009
Job Telos Consulting (selfemployed)
Industry Financial Services
Experience
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

Todd Gruenig Todd Gruenig Louisville, Kentucky Details
Todd Gruenig's Accredited Investors, Inc. Experience October 2004 - January 2014
Job Certified Financial Planner
Industry Financial Services
Experience
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)

Kathy Longo Kathy Longo Greater Minneapolis-St. Paul Area Details
Kathy Longo's Accredited Investors, Inc. Experience 2001 - April 2014
Job President & Founder at Flourish Wealth Management
Industry Financial Services
Experience
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

Jacob Wolkowitz Jacob Wolkowitz Greater Minneapolis-St. Paul Area Details
Jacob Wolkowitz's Accredited Investors, Inc. Experience May 2005 - Present
Job Investment Manager at Accredited Investors
Industry Financial Services
Experience
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

Brad Forester Brad Forester Greater Minneapolis-St. Paul Area Details
Brad Forester's Accredited Investors, Inc. Experience October 2003 - May 2005
Job Service Director at Engineering America, Inc.
Industry Utilities
Experience
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

Wil Heupel Wil Heupel Greater Minneapolis-St. Paul Area Details
Wil Heupel's Accredited Investors, Inc. Experience 1988 - Present
Job Founding and Managing Principal at Accredited Investors Inc.
Industry Financial Services
Experience
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

Brian Martin, CFP® Brian Martin, CFP® Greater Minneapolis-St. Paul Area Details
Brian Martin, CFP®'s Accredited Investors, Inc. Experience February 2010 - Present
Job Lead Wealth Manager and Director of Wealth Management Operations at Accredited Investors, Inc.
Industry Financial Services
Experience
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

Jeremy Heckman, CFP®, AFC® Jeremy Heckman, CFP®, AFC® Greater Minneapolis-St. Paul Area Details
Jeremy Heckman, CFP®, AFC®'s Accredited Investors, Inc. Experience January 2006 - Present
Job Wealth Management Director at Accredited Investors, Inc.
Industry Financial Services
Experience
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

Andrew J. Furber Andrew J. Furber Minneapolis, Minnesota Details
Andrew J. Furber's Accredited Investors, Inc. Experience September 2011 - March 2012
Job Franchisee Owner/Operator at Dunn Bros Coffee
Industry Retail
Experience
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

Kevin Pisca Kevin Pisca Greater Minneapolis-St. Paul Area Details
Kevin Pisca's Accredited Investors, Inc. Experience September 2005 - October 2007
Job Ambient Warehouse Leader North America at Cargill
Industry Warehousing
Experience
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

Mark Youngdahl Mark Youngdahl Grand Marais, Minnesota Details
Mark Youngdahl's Accredited Investors, Inc. Experience 1997 - 2002
Job Vice President at Grand Marais State Bank
Industry Banking
Experience
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

Jeff McGrath, CFA Jeff McGrath, CFA Greater Minneapolis-St. Paul Area Details
Jeff McGrath, CFA's Accredited Investors, Inc. Experience February 1995 - November 2004
Job Director, Investment Resource Group at Securian Financial Group
Industry Financial Services
Experience
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

Pamela Pommer Pamela Pommer Minneapolis, Minnesota Details
Pamela Pommer's Accredited Investors, Inc. Experience August 2011 - January 2012
Job Human Capital Coordinator at Rasmussen College
Industry Higher Education
Experience
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

Lindsey Steffes Lindsey Steffes Sioux Falls, South Dakota Area Details
Lindsey Steffes's Accredited Investors, Inc. Experience December 2007 - August 2009
Job Director of Operations, Sanford International Clinics
Industry Hospital & Health Care
Experience
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

Ellen Fee, CFP® Ellen Fee, CFP® Greater Minneapolis-St. Paul Area Details
Ellen Fee, CFP®'s Accredited Investors, Inc. Experience 2007 - 2010
Job Associate Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
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

Kris Weum Kris Weum Greater Denver Area Details
Kris Weum's Accredited Investors, Inc. Experience May 2008 - March 2010
Job MBA, Class of 2013 | University of Washington, Michael G. Foster School of Business
Industry Marketing and Advertising
Experience
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

Thomas Saunders, CFP® Thomas Saunders, CFP® Greater Minneapolis-St. Paul Area Details
Thomas Saunders, CFP®'s Accredited Investors, Inc. Experience November 2010 - May 2011
Job Wealth Planning Associate at Windsor Financial Group, LLC
Industry Financial Services
Experience
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

Chris MacBean, MSFP, CFP® Chris MacBean, MSFP, CFP® Greater Boston Area Details
Chris MacBean, MSFP, CFP®'s Accredited Investors, Inc. Experience May 2010 - June 2011
Job Financial Planner at The Harbor Group
Industry Financial Services
Experience
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

Garrett Graves Garrett Graves Greater Minneapolis-St. Paul Area Details
Garrett Graves's Accredited Investors, Inc. Experience August 2009 - May 2010
Job Sr. Buyer at General Mills
Industry Consumer Goods
Experience
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

Cynthia Levine Cynthia Levine Richmond, Virginia Area Details
Cynthia Levine's Accredited Investors, Inc. Experience April 2010 - December 2012
Job CFP®, CPA, EA
Industry Financial Services
Experience
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

Becky Krieger, CPA, CFP Becky Krieger, CPA, CFP Greater Minneapolis-St. Paul Area Details
Becky Krieger, CPA, CFP's Accredited Investors, Inc. Experience January 2005 - Present
Job Senior Director for Wealth Management Teams and Client Relationship Manager at Accredited Investors Inc.
Industry Financial Services
Experience
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

Alan Williams, CFP®, CPA/PFS Alan Williams, CFP®, CPA/PFS Greater Minneapolis-St. Paul Area Details
Alan Williams, CFP®, CPA/PFS's Accredited Investors, Inc. Experience August 2009 - Present
Job Wealth Manager at Accredited Investors, Inc.
Industry Financial Services
Experience
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

Alex Thunstrom Alex Thunstrom Greater Minneapolis-St. Paul Area Details
Alex Thunstrom's Accredited Investors, Inc. Experience February 2011 - May 2011
Job Replenishment Expert for Electronics & Entertainment at Target
Industry Automotive
Experience
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

Kristin Whitacre, CFP® Kristin Whitacre, CFP® Nappanee, Indiana Details
Kristin Whitacre, CFP®'s Accredited Investors, Inc. Experience 2008 - 2011
Job Financial Advisor at SYM Financial Advisors
Industry Financial Services
Experience
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

Brian Hakk Brian Hakk Greater Minneapolis-St. Paul Area Details
Brian Hakk's Accredited Investors, Inc. Experience May 2009 - January 2010
Job Stress Test Analyst at U.S. Bank
Industry Airlines/Aviation
Experience
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

Bjorn Amundson, CFP® Bjorn Amundson, CFP® Greater Minneapolis-St. Paul Area Details
Bjorn Amundson, CFP®'s Accredited Investors, Inc. Experience December 2007 - February 2010
Job Financial Advisor at Kaleo Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ryan Shannon, CFP® Ryan Shannon, CFP® Greater Minneapolis-St. Paul Area Details
Ryan Shannon, CFP®'s Accredited Investors, Inc. Experience May 2012 - Present
Job Wealth Manager at Accredited Investors, Inc.
Industry Investment Management
Experience
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

Suzanne Tudor Suzanne Tudor Greater Minneapolis-St. Paul Area Details
Suzanne Tudor's Accredited Investors, Inc. Experience October 2012 - Present
Job Wealth Manager at Accredited Investors Inc.
Industry Financial Services
Experience
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

Sean P. Smith, CFA Sean P. Smith, CFA Greater Minneapolis-St. Paul Area Details
Sean P. Smith, CFA's Accredited Investors, Inc. Experience 2009 - Present
Job Investment Manager & Shareholder at Accredited Investors, Inc.
Industry Investment Management
Experience
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 R. Larsen CLTMC,EQi 2.0 Carol R. Larsen CLTMC,EQi 2.0 Greater Minneapolis-St. Paul Area Details
Carol R. Larsen CLTMC,EQi 2.0's Accredited Investors, Inc. Experience February 2008 - November 2008
Job President at Carol Larsen Consulting, Inc.
Industry Human Resources
Experience
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

Mary Worley Mary Worley Greater Minneapolis-St. Paul Area Details
Mary Worley's Accredited Investors, Inc. Experience December 2012 - October 2014
Job Administrative Assistant at ImageTrend, Inc
Industry Graphic Design
Experience
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

Sarah Asebedo, M.S., CFP® Sarah Asebedo, M.S., CFP® Blacksburg, Virginia Details
Sarah Asebedo, M.S., CFP®'s Accredited Investors, Inc. Experience June 2004 - March 2014
Job Assistant Professor of Practice in Financial Planning at Virginia Tech
Industry Higher Education
Experience
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

Jerimiah Ramirez Jerimiah Ramirez Greater Minneapolis-St. Paul Area Details
Jerimiah Ramirez's Accredited Investors, Inc. Experience May 2011 - December 2011
Job Senior Consultant at Capgemini
Industry Information Technology and Services
Experience
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

Eric Townsend Eric Townsend Chicago, Illinois Details
Eric Townsend's Accredited Investors, Inc. Experience September 2012 - May 2013
Job
Industry Financial Services
Experience
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

Lacy Wolters Lacy Wolters Oakley, Kansas Details
Lacy Wolters's Accredited Investors, Inc. Experience June 2005 - August 2009
Job Business Instructor at Oakley High School
Industry Primary/Secondary Education
Experience
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