Provenienza dei contatti di primo grado di Wil Heupel
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
33
| Private Company | Investment Managers | 33 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wil Heupel tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Notre Dame | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
| University of Missouri | College/University | Undergraduate Degree | |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
| Iowa State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Olaf College | College/University | Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Carleton College | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree | |
| Georgia Southern University | College/University | Undergraduate Degree | |
| Hamline University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Graduate Degree | |
| Texas Tech University | College/University | Graduate Degree | |
| Minnesota State University-Mankato | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree | |
Webb Financial Group LLC
 Webb Financial Group LLC Investment ManagersFinance Webb Financial Group LLC provides investment advice. The private company is based in Bloomington, MN. | Investment Managers | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree | |
| University of Minnesota Duluth | College/University | Undergraduate Degree | |
| St. Cloud State University | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
Zacks Investment Research, Inc.
 Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Investment Managers | Analyst-Equity | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
| University of Wisconsin-Stevens Point | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
Settori
| Consumer Services | 29 |
| Finance | 14 |
| Commercial Services | 3 |
Posizioni
| Undergraduate Degree | 32 |
| Portfolio Manager-Equities | 24 |
| Corporate Officer/Principal | 15 |
| Analyst-Equity | 12 |
| Graduate Degree | 7 |
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