Accredited Investors Inc

ACCREDITED INVESTORS INC, a Minnesota Corporation with 42 employees including 4 in advisory roles, has been serving 487 clients since its SEC approval on Jan 9, 1989. Their status is listed as approved by the U.S. Securities and Exchange Commission.

• BRANDON RICHARD JONES

  SHAREHOLDER/DIRECTOR owns less than 5%

• BRIAN GREGORY MARTIN

  MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER owns more than 5% but less than 10%

• JACOB WOLKOWITZ

  MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER owns more than 5% but less than 10%

• JENNA MARIE HOLM

  CHIEF COMPLIANCE OFFICER/SHAREHOLDER owns less than 5%

• REBECCA MARY KRIEGER

  MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER owns more than 10% but less than 25%

• ROSS LEVIN

  CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR owns more than 25% but less than 50%

• WILLIS THEO HEUPEL

  PRESIDENT/SHAREHOLDER/DIRECTOR owns more than 25% but less than 50%

• Stiles Financial Services Incorporated
• Birchwood Financial Partners Inc
• Cahill Financial Advisors Inc
• OSP LLC
• Geronimo Investment Management LLC
• Contego Capital Group Inc
• Tradition Wealth Management LLC
• Silveroak Wealth Management LLC
• Flourish Wealth Management Inc
• TTCP Management Services LLC

• A Look at Accredited Investors Inc.'s Q4 2022 vs. Q1 2023 13F Holdings Comparison

• ISHARES TR RUSSELL 2000 ETF $45,287k
• ISHARES TR CORE S&P SCP ETF $43,592k
• ISHARES TR CORE S&P500 ETF $41,883k
• SCHWAB STRATEGIC TR $32,809k
• SPDR SERIES TRUST $32,240k
• ISHARES TR RUS 1000 GRW ETF $24,797k
• ISHARES $20,268k
• VANGUARD INDEX FDS SMALL CP ET $19,288k
• ISHARES TR RUS MD CP GR ETF $14,709k
• ISHARES INC CORE MSCI EMKT $14,397k