Accredited Investors Wealth Management®
Wil Heupel has a diverse work experience in the financial industry. Wil founded and served as the President of Accredited Investors Wealth Management since 1988, specializing in financial planning and portfolio management. Prior to that, they worked as a Private Banking Officer at US Bank from 1986 to 1987 and as a Commercial Loan Officer at Wells Fargo from 1980 to 1985.
Wil Heupel completed their Master of Science (M.S.) in Humanities and Social Sciences from North Dakota State University, where they studied from 1974 to 1979. Later, in 1985-1986, they pursued an MBA in Finance from the University of Minnesota.
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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