Wil Heupel

Fondatore presso Accredited Investors, Inc.

Consumer Services

Finance

Profilo

Mr. Willis T.
Heupel is a Founder at Accredited Investors, Inc. He founded the firm in 1987.
He started his career in professional banking, before helping to build Accredited Investors in 1987.
He received his B.S.
degree in Business and Economics and an M.S.
degree in Humanities and Social Science from North Dakota State University and an MBA in Finance from the University of Minnesota.
He a Certified Financial Planner professional with varied areas of expertise earned through years of guiding dedicated client relationships

Posizioni attive di Wil Heupel

Società	Posizione	Inizio
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Fondatore	01/01/1987

Tutte le posizioni attive di Wil Heupel

Formazione di Wil Heupel

University of Minnesota	Masters Business Admin
North Dakota State University	Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	1
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Finance