Jeremy Heckman
Portfolio Manager-Fixed Income en Accredited Investors, Inc. .
Perfil
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.
Cargos activos de Jeremy Heckman
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. | Portfolio Manager-Fixed Income | 01/01/2006 |
Formación de Jeremy Heckman.
University of St. Thomas | Undergraduate Degree |
Kansas State University | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 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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