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Wil Heupel Email
Founder & Shareholder . Accredited Investors
Edina, MN
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How to contact Wil Heupel
Join and see Wil's contact info for free!Current Roles
Employees:
68Revenue:
$12.9MAbout
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clientsâ?? lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. \n\nOur team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective â??we over meâ?? team mindset with a group of multigenerational owners serving multigenerational client families.\n\nWe created the widely acclaimed Wealth Management Indexâ?¢, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely.\n\nFounded in 1987, Accredited Investors Wealth Management® manages approximately $2.2 billion of investment assets as of 12/31/2019. Spend Your Life Wisely®\n\n\n\nCAREERS at ACCREDITED INVESTORS WEALTH MANAGEMENT®\n\nAs a rapidly growing firm, we are continually looking to add talented, inquisitive professionals to our team. We invite you to learn more about Accredited and what sets us apart. If you have an interest and feel qualified to join us, weâ??d love to have a conversation. Please inquire at resumes@accredited.com.\n\nAccredited Investors is an Equal Opportunity EmployerAccredited Investors Address
5200 West 73rd StreetEdina, MN
United States