Accredited Investors Wealth Management®
Fred Semmer, CFA, serves as a Senior Research Analyst at Accredited Investors Wealth Management® since February 2017, contributing to the firm’s mission of integrating financial planning and custom portfolio management for clients. Prior to this role, Fred was a Research Analyst at Ulland Investment Advisors from July 2011 to August 2016, where responsibilities included serving high net worth and institutional clients through diverse investment strategies. Fred holds a Bachelor’s Degree in Economics from Carleton College, earned between 2007 and 2011.
This person is not in the org chart
This person is not in any teams
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