Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
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Detailed Report
ROSS LEVIN
ROSS LEVIN CFP
CRD#: 1060168
IA
Investment Adviser
ACCREDITED INVESTORS WEALTH MANAGEMENTCRD#: 105439 5200 WEST 73RD STREET
EDINA, MN 55439-2204
Registration History
2002200420062008201020122014201620182020202220242026IAACCREDITED INVESTORS WEALTH MA... (CRD# 105439)2014 - Present (11 years)IAACCREDITED INVESTORS INC (CRD# 105439)2002 - 2002 (<1 year)
License(s)

State Registrations

IA
Minnesota 1/30/2014
Current Registration(s)
IA
ACCREDITED INVESTORS WEALTH MANAGEMENT (CRD#:105439)
5200 WEST 73RD STREET, EDINA, MN 55439-2204
Registered with this firm since 1/30/2014
Previous Registration(s)
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IA
 06/12/2002 - 11/01/2002 ACCREDITED INVESTORS INC (CRD#:105439) EDINA, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.