Alan Williams
Gestor de Cartera-Acciones en Accredited Investors, Inc. .
Perfil
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.
Cargos activos de Alan Williams
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/08/2009 |
Formación de Alan Williams.
Iowa State University | Undergraduate Degree |
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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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