Alan Williams
Portfolio Manager-Equities at Accredited Investors, Inc.
Profile
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.
Alan Williams active positions
Companies | Position | Start |
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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-Equities | 2009-07-31 |
Training of Alan Williams
Iowa State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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