Brian S. Lelen
Portfolio Manager-Equities at Accredited Investors, Inc.
Profile
Mr. Brian S.
Lelen is a Wealth Manager at Accredited Investors, Inc. He is a member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as an internal resource for evaluating qualified retirement plans and pension options to help meet clients’ retirement funding goals.
Prior to joining Accredited Investors, Brian held several positions in the financial services industry, specifically focused on retirement planning and general securities.
He began his professional career as a consultant delivering enterprise software solutions to Fortune 500 companies.
He received his undergraduate degree from Boston College and a graduate degree from Bentley University.
Brian S. Lelen active positions
Companies | Position | Start |
---|---|---|
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-Equities | 2009-12-31 |
Former positions of Brian S. Lelen
Companies | Position | End |
---|---|---|
E*TRADE FINANCIAL, LLC | Corporate Officer/Principal | - |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Corporate Officer/Principal | 2009-03-31 |
BrownCo | Corporate Officer/Principal | - |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Consultant / Advisor | - |
Training of Brian S. Lelen
Boston College | Undergraduate Degree |
Bentley University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
BrownCo | Finance |
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 |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Commercial Services |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
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