Cfp® Jonathan Breunig

Jonathan Breunig, CFP®, serves as Lead Wealth Manager at Accredited Investors Wealth Management® since July 2017, where the firm specializes in financial planning and custom portfolio management to align clients' finances with their values. Prior to this role, Jonathan held various positions at UBS Financial Services, Inc., including Wealth Strategy Associate and Registered Client Service Associate, as well as a Financial Advisor at Ameriprise Financial Services, Inc. Jonathan's professional journey began with an internship at UBS Financial Services in 2010. Jonathan holds a Bachelor of Science degree in Finance, Investment & Banking from the University of Wisconsin-Madison, earned in 2011.