PJ
Paul Junek
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Work Experience
Wealth Manager
Aug 2019 - Present · 5 years and 4 months
Eide Bailly Financial Services
Wealth Planner
Aug 2017 - Jul 2019 · 1 years and 11 months
Tax Senior Associate
Feb 2016 - Jul 2017 · 1 years and 5 months
Company Details
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 $3.3 billion of investment assets as of 12/31/2023. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures
Year Founded
1987
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
5200 West 73rd Street Edina, MN 55439, US
Keywords
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