![Steve Gilbertson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Gilbertson
Analyst-Equity en
Accredited Investors, Inc.
.
Perfil
Mr. Steven S.
Gilbertson is a Wealth Manager & Shareholder at Accredited Investors, Inc. He is a member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
His research and analysis was critical to the creation of Accredited’s unique retirement distribution planning approach.
Within the firm, he manages the development of Accredited’s senior financial planning staff.
Prior to joining Accredited, he spent five years at a financial services company in Des Moines, Iowa.
He served as president of the Financial Planning Association of Minnesota
He received his undergraduate degree from Drake University.
Cargos activos de Steve Gilbertson
| Empresas | Cargo | Inicio |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Analyst-Equity | 01/09/2007 |
Formación de Steve Gilbertson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
62
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Finance |
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