Ross Levin Overview

  • Primary Position
  • Founder, Shareho...

  • Active Board Seats
  • 1

Ross Levin General Information

Biography

Mr. Ross Levin is a Founder & serves as Shareholder & Board Member at Accredited Investors Wealth Management. He also serves as a Trustee at the University of Minnesota Foundation. Long an industry leader, he translates his expertise into meaningful conversations with clients about integrating their money and values. He was the first recipient of the Financial Planning Association's Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. He currently serves as Chair of the University of Minnesota Foundation and as an Ambassador for the Certified Financial Planner Board of Standards in Washington, D.C. He is a regular columnist for the Minneapolis Star Tribune and Financial Advisor Magazine.

Contact Information

Primary Position
Founder, Shareholder & Board Member, Accredited Investors Wealth Management
Education
University of Minnesota, Twin Cities, BS (Bachelor of Science)
Gender
Male
Email
roLoremips@umdolo
Phone
+1 (952) 000-0000
Address
  • 5200 West 73rd Street
  • Edina, MN 55439
  • United States
+1 (952) 000-0000

Ross Levin Positions (2)

Firm name Firm type Title Location Industry Since
Accredited Investors Wealth Management Limited Partner Founder, Shareholder & Board Member Edina, MN Wealth Management Firm 0000-00-00
University of Minnesota Foundation Limited Partner Trustee Minneapolis, MN Endowment 0000-00-00

Ross Levin Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
Accredited Investors Wealth Management Edina, MN 0000-00-0

Ross Levin FAQs

  • Who is Ross Levin?

    Mr. Ross Levin is a Founder & serves as Shareholder & Board Member at Accredited Investors Wealth Management.

  • How much does Ross Levin typically invest?

    Ross Levin's median deal size is 000000.

  • What is Ross Levin’s main position?

    Ross Levin’s primary position is Founder, Shareholder & Board Member.

  • What are the contact details for Ross Levin?

    Ross Levin’s email address is roLoremips@umdolo and his phone number is +1 (952) 000-0000.

  • How many active board seats does Ross Levin hold?

    Ross Levin holds a board seat in Accredited Investors Wealth Management.

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