Accredited Investors Wealth Management®
Yulia Andreyevskaya is an experienced wealth manager at Accredited Investors Wealth Management®, where responsibilities include aligning financial planning with client values since May 2018. Previously, Yulia served as a Financial Advisor and CFP at Minneapolis Wealth Advisors from April 2015 to April 2018 and held positions at Ameriprise Financial Services, Inc. as a Regional Advice Sales Consultant and Senior Associate Series 7 from February 2007 to April 2015. Yulia possesses Series 7 and 63 licenses, is actively pursuing CFP certification, and has consistently ranked in the top 15% of associates for performance. Additionally, Yulia's background includes project management as an assistant office manager at Bonum Design, Inc. from February 2003 to March 2007. Yulia holds a BA in International Business from Metro State University and has education from Volgograd State University. Skills include exceptional communication, analytical research, time management, and positive customer relations, with fluency in two languages and Kaizen certification.
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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