Accredited Investors Wealth Management®
Kathleen Broich, CFP®, MBA, currently serves as the Lead Wealth Manager at Accredited Investors Wealth Management®, a position held since August 2016. With over 35 years of experience in financial services, Kathleen has developed a strong foundation in detailed financial planning and custom portfolio management. Previously, Kathleen worked at Fairview Health Services as a Product Manager and held multiple roles at UnitedHealth Group, including Specialty Pharmacy Program Manager and Operations Manager. Kathleen's early career included experience as a Paralegal at Gimbel, Reilly, Guerin & Brown. Kathleen holds a Master of Business Administration (M.B.A.) in Management from the University of St. Thomas and a Bachelor's Degree in Public Relations, Criminology & Law from Marquette University.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures