Steve Gilbertson

Analyst-Equity at

Accredited Investors, Inc.

Consumer Services

Finance

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 AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Analyst-Equity	2007-08-31

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Private companies	2
Drake University Drake University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Finance

Private companies