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Jacob Wolkowitz

Accredited Investors Wealth Management

Edina, MN

CRD 4421117

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Employer firm

Accredited Investors Wealth Management CRD 105439

$4.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Accredited Investors Wealth Management

5200 West 73Rd Street, Edina, MN 55439-2204 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-30
TX RA APPROVED_RES 2012-08-22
  • MN RA
    APPROVED
    Since 2014-01-30
  • TX RA
    APPROVED_RES
    Since 2012-08-22

Branch Locations

5200 West 73Rd Street, Edina, MN 55439-2204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accredited Investors Inc. Edina MN 05/2011 Present
  • 05/2011 → Present
    Accredited Investors Inc.
    Edina, MN
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

More in Edina, MN

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