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Aashwin Sachdev, Cfp® is listed as Wealth Manager at Accredited Investors Wealth Management® at Accredited Investors Wealth Management®, a company with 47 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Aashwin Sachdev, Cfp®.
Aashwin Sachdev, Cfp® previously worked as Wealth Manager at Accredited Investors Wealth Management® and Financial Consultant at Pfg Advisors. Aashwin Sachdev, Cfp® holds Master’S Degree, Personal Financial Planning from Texas Tech University.
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For important information and disclosures please visit: accredited.com/disclosures
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Edina, MN
For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing.
Miami/Fort Lauderdale Area
Support a senior wealth advisor and associate financial advisor in financial plan research, documentation, and delivery. I also closely worked with clients answering questions about their financial plans, as well as with advisors in executing equity and mutual fund trades.
Dayton, Ohio Area
Lead client meetings to discuss financial goals and comprehensive planning strategies and document written reports to meet delivery goals using various software platforms such as NaviPlan, MorningStar, StockOpter and ThomsonOne. I have closely worked on many unique cases including (but not limited to) Social Security maximization, managing concentrated.
Other employees you can reach at accredited.com. View company contacts for 47 employees →
Kristin M.
Colleague at Accredited Investors Wealth Management®
Minneapolis, Minnesota, United States, United States
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SR
Suzy Ridenour
Colleague at Accredited Investors Wealth Management®
Greater Minneapolis-St. Paul Area, United States
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JK
Jenna Kice
Colleague at Accredited Investors Wealth Management®
Greater Minneapolis-St. Paul Area, United States
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JB
Jonathan Bowles, Cpa
Colleague at Accredited Investors Wealth Management®
Minneapolis, Minnesota, United States, United States
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BJ
Brandon Jones
Colleague at Accredited Investors Wealth Management®
Minneapolis, Minnesota, United States, United States
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MM
Michelle Morgan
Colleague at Accredited Investors Wealth Management®
Slate Hill, New York, United States, United States
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GP
Greg Prokop, Cfp®
Colleague at Accredited Investors Wealth Management®
Greater Minneapolis-St. Paul Area, United States
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HP
Heidi Pineda
Colleague at Accredited Investors Wealth Management®
Greater Minneapolis-St. Paul Area, United States
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JM
Jill Meixner
Colleague at Accredited Investors Wealth Management®
Eden Prairie, Minnesota, United States, United States
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DT
Debora Terrell
Colleague at Accredited Investors Wealth Management®
Greater Minneapolis-St. Paul Area, United States
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Activities and Societies: Finance Club Student Honors Association Student Government
Quick answers generated from the profile data available on this page.
Aashwin Sachdev, Cfp® works for Accredited Investors Wealth Management®.
Aashwin Sachdev, Cfp® is listed as Wealth Manager at Accredited Investors Wealth Management® at Accredited Investors Wealth Management®.
Aashwin Sachdev, Cfp® is based in Minneapolis, Minnesota, United States while working with Accredited Investors Wealth Management®.
Aashwin Sachdev, Cfp® has worked for Accredited Investors Wealth Management®, Pfg Advisors, Marandino & Associates, and Cardinal Pointe Financial Group.
Aashwin Sachdev, Cfp®'s colleagues at Accredited Investors Wealth Management® include Kristin M., Suzy Ridenour, Jenna Kice, Jonathan Bowles, Cpa, and Brandon Jones.
You can use AeroLeads to view verified contact signals for Aashwin Sachdev, Cfp® at Accredited Investors Wealth Management®, including work email, phone, and LinkedIn data when available.
Aashwin Sachdev, Cfp® holds Master’S Degree, Personal Financial Planning from Texas Tech University.
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