Profil
Mr. Tom McLean is Wealth Manager at Accredited Investors, Inc.
Prior to joining Accredited Investors in 2012, Mr. McLean was a Planning Specialist at United Capital Financial Advisers, a Graduate Assistant at Texas Tech University and a Financial Advisor at Chase Investment Services Corp and at Edward Jones.
Mr. McLean received his BS degree from Georgia Southern University and a Master's degree in Personal Financial Planning from Texas Tech University.
He is also a Certified Financial Planner.
Anciens postes connus de Tom McLean
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Equity | - |
Formation de Tom McLean
| Georgia Southern University | Undergraduate Degree |
| Texas Tech University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 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 |
