Jeremy Heckman

Portfolio Manager-Fixed Income at Accredited Investors, Inc.

Consumer Services

Finance

Profile

Mr. Jeremy Heckman is Wealth Manager & Shareholder at Accredited Investors, Inc. He is responsible for developing and directing client planning strategies.
He also leads staff recruitment efforts, identifying talented professionals to best serve clients’ long-term needs.
He specializes in assisting clients with debt management strategies, vehicle transactions, and is a member of the Financial Therapy Association and the Association for Financial Counseling and Planning Education.
He received his B.A.
degree in Business from the University of St. Thomas (Minnesota) and an M.S.
in Personal Financial Planning from Kansas State University.
He is a Certified Financial Planner.

Jeremy Heckman active positions

Companies	Position	Start
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.	Portfolio Manager-Fixed Income	31/12/2005

All active positions of Jeremy Heckman

Training of Jeremy Heckman

University of St. Thomas	Undergraduate Degree
Kansas State University	Graduate Degree

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Linked companies

Private companies	1
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.	Finance