Kathleen Marie Longo

Finance

Consumer Services

Profile

Ms. Kathleen M.
Longo is Senior Principal at Accredited Investors, Inc. Prior to joining the firm in 2001, Ms. Longo was employed as an Advisor by Purdue University, Formerly served on the Board of the National Financial Planning Association, Formerly served as President of the Minnesota Financial Planning Association.
In addition to that, she serves on the Executive Board of Directors for Common Hope, serves on the Development and Capital Campaign Committees for the YWCA of Minneapolis.
Ms. Longo received her undergraduate degree from Purdue University.

Former positions of Kathleen Marie Longo

Companies	Position	End
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	2014-03-31
Purdue University	Corporate Officer/Principal	-

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Training of Kathleen Marie Longo

Purdue University

Undergraduate Degree

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Linked companies

Private companies	1
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