Alan Williams
Portfolio Manager-Equities at Accredited Investors, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Sean Patrick Smith | M | - |
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 15 years |
| Jacob Wolkowitz | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 19 years |
| Josh Carlson | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Ross Levin | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 37 years |
| Wil Heupel | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 37 years |
| Steve Gilbertson | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 17 years |
| Brian S. Lelen | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 14 years |
| Jeremy Heckman | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 18 years |
| Brandon Jones | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 19 years |
| Brian Gregory Martin | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 14 years |
| Becky Klevan | F | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 11 years |
| Greg Prokop | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 10 years |
| Mary Beth Berndt | F | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Sheau Yuen Ng | F | 50 |
Iowa State University
| 7 years |
| Mike Maresca | M | - |
Iowa State University
| 6 years |
| John Muehlberg | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Martin Vanderploeg | M | 67 |
Iowa State University
| 8 years |
| Tyler Engbrecht | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 4 years |
| Ann Marie Kirchner | F | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 4 years |
| Yih Pyng Ng | M | 52 |
Iowa State University
| 5 years |
| Sam Rouman | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Tom McLean | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Jake Altendorf | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 3 years |
| Conner Kolodge | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Thomas Lee Holman | M | - |
Iowa State University
| 6 years |
| Kevin McAdams | M | - |
Iowa State University
| 4 years |
| Mike Taylor | M | - |
Iowa State University
| 10 years |
| Xu Li | M | 56 |
Iowa State University
| 3 years |
| Megan Rooney | F | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Darmo Sarkoro Witjaksana | M | 64 |
Iowa State University
| 4 years |
| Lee Ming Chieh | M | 52 |
Iowa State University
| 4 years |
| Joan Kurlander | F | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Jamie Fritschel | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Jeffrey A. Chelstrom | M | - |
Iowa State University
| 4 years |
| En Hua Ma | F | - |
Iowa State University
| 4 years |
| Li Chen | M | 61 |
Iowa State University
| 3 years |
| Tyler Minnick | M | 54 |
Iowa State University
| 4 years |
| Dwi Asmono | M | 59 |
Iowa State University
| 3 years |
| Spiros Liras | M | - |
Iowa State University
| 3 years |
| Jim Turner | M | - |
Iowa State University
| 4 years |
| Joe Greving | M | - |
Iowa State University
| 4 years |
| Shandra Noraya Laksmi | F | 61 |
Iowa State University
| 1 years |
| Srikanth Padmanabhan | M | 59 |
Iowa State University
| 3 years |
| Kusumo Martanto | M | 50 |
Iowa State University
| 3 years |
| Hiu Ping Wong | F | - |
Iowa State University
| 4 years |
| Eric H. Chadwick | M | - |
Iowa State University
| 4 years |
| Sze Yiu Kwok | M | 49 |
Iowa State University
| 4 years |
| Haris Kopic | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | 6 years |
| Wai Hoe Ng | M | 52 |
Iowa State University
| 3 years |
| Jill Klindt | F | 47 |
Iowa State University
| 4 years |
| Brad Meyer | M | - |
Iowa State University
| 4 years |
| Sally Hollis | F | - |
Iowa State University
| 5 years |
| Dave Heidel | M | - |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | - |
| Dao Tian Fu | M | 61 |
Iowa State University
| 3 years |
| Brett Reid Schnell | M | 56 |
Iowa State University
| 4 years |
| Wing Chan | M | - |
Iowa State University
| 2 years |
| Robin Wahyudi Alim Utomo | M | 51 |
Iowa State University
| 4 years |
| Blake A. Wilkinson | M | - |
Iowa State University
| 2 years |
| Jeffrey Trom | M | 64 |
Iowa State University
| 5 years |
| Bum-Seop Lee | M | 62 |
Iowa State University
| 3 years |
| Mark Boggess | M | 64 |
Iowa State University
| 3 years |
| Irfan M. Furniturewala | M | 53 |
Iowa State University
| 1 years |
| David J. Slump | M | 55 |
Iowa State University
| 4 years |
| Bradon Hines | M | - |
Iowa State University
| 4 years |
| Arief Budiman | M | - |
Iowa State University
| 4 years |
| Julie A. White | F | - |
Iowa State University
| 4 years |
| Alejandro Aquilino Alvarez | M | 56 |
Iowa State University
| 4 years |
| Donald McEntaffer | M | - |
Iowa State University
| 4 years |
| Sahala Lumban Gaol | M | 68 |
Iowa State University
| 3 years |
| Steven D. Lisle | M | - |
Iowa State University
| 4 years |
| Scott W. Smith | M | 48 |
Iowa State University
| 4 years |
| Russell Lynde | M | - |
Iowa State University
| 1 years |
| Brian L. Machan | M | - |
Iowa State University
| 4 years |
| Michael H. Helgeson | M | - |
Iowa State University
| 4 years |
| Sandeep Bhatia | M | - |
Iowa State University
| 3 years |
| Scott Jean | M | 52 |
Iowa State University
| 2 years |
| David Patrick OBrien | M | - |
Iowa State University
| 4 years |
| Thomas L. Gustafson | M | 52 |
Iowa State University
| 4 years |
| Brenda Mann | M | - |
Iowa State University
| 4 years |
| Harry Zhao | M | - |
Iowa State University
| 3 years |
| Michael Miller | M | - |
Iowa State University
| 4 years |
| Terry L. Shadwick | M | - |
Iowa State University
| 4 years |
| Jason D. Feucht | M | 53 |
Iowa State University
| 4 years |
| Ali Amirali | M | - |
Iowa State University
| 3 years |
| Eric Ritland | M | - |
Iowa State University
| 4 years |
| Mark Nevenhoven | M | - |
Iowa State University
| 4 years |
| Brad Leeper | M | - |
Iowa State University
| 4 years |
| Gaye Goker | F | - |
Iowa State University
| 2 years |
| Djohan Halim | M | - |
Iowa State University
| 4 years |
| Maria Paredes | F | - |
Iowa State University
| 1 years |
| Cecilia Redding | F | - |
Iowa State University
| 3 years |
| Dana C. Hammell | F | - |
Iowa State University
| 4 years |
| Brian Baumhover | M | - |
Iowa State University
| 4 years |
| Kevin Kimle | M | - |
Iowa State University
| 3 years |
| Gar Forman | M | - |
Iowa State University
| 4 years |
| Jeff Peter | M | - |
Iowa State University
| 4 years |
| Matthew S. Shafer | M | - |
Iowa State University
| 4 years |
| Scott A. Irwin | M | - |
Iowa State University
| 3 years |
| Dean Hillenga | M | - |
Iowa State University
| 4 years |
| Brian C. Campbell | M | - |
Iowa State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Alan Williams
- Personal Network
