Ross Levin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1985 → 03/2022
  Accredited Investors Inc.
  Edina, MN
• 03/2022 → Present
  Accredited Investors Inc.
  Edina, MN

Previous Registrations

• 2002-06-12 → 2002-11-01
  Accredited Investors Wealth Management
  Edina, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-03-08
• S63 Uniform Securities Agent State Law Examination
  1982-08-23

Designations

• Certified Financial Planner

Other Names

• Ross Levin