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Ross Levin

Accredited Investors Wealth Management

Edina, MN

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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
  • MN RA
    APPROVED
    Since 2014-01-30

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 04/1985 03/2022
Accredited Investors Inc. Edina MN 03/2022 Present
  • 04/1985 → 03/2022
    Accredited Investors Inc.
    Edina, MN
  • 03/2022 → Present
    Accredited Investors Inc.
    Edina, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-03-08
S63 Uniform Securities Agent State Law Examination 1982-08-23
  • S65 Uniform Investment Adviser Law Examination
    1990-03-08
  • S63 Uniform Securities Agent State Law Examination
    1982-08-23
Designations
Other Names
  • Ross Levin

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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