Steve Gilbertson
Analyst-Equity at Accredited Investors, Inc.
Profile
Mr. Steven S.
Gilbertson is a Wealth Manager & Shareholder at Accredited Investors, Inc. He is a member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
His research and analysis was critical to the creation of Accredited’s unique retirement distribution planning approach.
Within the firm, he manages the development of Accredited’s senior financial planning staff.
Prior to joining Accredited, he spent five years at a financial services company in Des Moines, Iowa.
He served as president of the Financial Planning Association of Minnesota
He received his undergraduate degree from Drake University.
Steve Gilbertson 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. | Analyst-Equity | 2007-08-31 |
Training of Steve Gilbertson
| Drake University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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