Jeremy Heckman
Portfolio Manager-Fixed Income bei Accredited Investors, Inc.
Profil
Mr. Jeremy Heckman is Wealth Manager & Shareholder at Accredited Investors, Inc. He is responsible for developing and directing client planning strategies.
He also leads staff recruitment efforts, identifying talented professionals to best serve clients’ long-term needs.
He specializes in assisting clients with debt management strategies, vehicle transactions, and is a member of the Financial Therapy Association and the Association for Financial Counseling and Planning Education.
He received his B.A.
degree in Business from the University of St. Thomas (Minnesota) and an M.S.
in Personal Financial Planning from Kansas State University.
He is a Certified Financial Planner.
Aktive Positionen von Jeremy Heckman
| Unternehmen | Position | Beginn |
|---|---|---|
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-Fixed Income | 01.01.2006 |
Ausbildung von Jeremy Heckman
| University of St. Thomas | Undergraduate Degree |
| Kansas State University | Graduate 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 |
|---|---|
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 |
