Profil
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
Aktive Positionen von Wil Heupel
| 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. | Gründer | 01.01.1987 |
Ausbildung von Wil Heupel
| University of Minnesota | Masters Business Admin |
| North Dakota 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 |
