Alan Williams
Portfolio Manager-Aktien bei Accredited Investors, Inc.
Profil
Mr. W.
A.
Williams, CPA, is a Wealth Manager at Accredited Investors, Inc. A member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as Treasurer on the Board of Directors for the Lakeville Rotary Club.
Through his prior experience as a tax accountant, Alan is a valued resource at the firm on the design of multifaceted tax-related plans.
He received his undergraduate degree from Iowa State University.
He is a Certified Financial Planner and holds Certified Public Accountant designation.
Aktive Positionen von Alan Williams
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.08.2009 |
Ausbildung von Alan Williams
Iowa State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |