Jack Bardwell, Cfp®
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Jack Bardwell, Cfp® Email & Phone Number

Wealth Manager at Accredited Investors Wealth Management at Accredited Investors Wealth Management®
Location: Greater Minneapolis-St. Paul Area, United States, United States 5 work roles 1 school
1 work email found @wellsfargo.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@wellsfargo.com
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Current company
Accredited Investors Wealth Management®
Role
Wealth Manager at Accredited Investors Wealth Management
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
47 employees

Who is Jack Bardwell, Cfp®? Overview

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Quick answer

Jack Bardwell, Cfp® is listed as Wealth Manager at Accredited Investors Wealth Management at Accredited Investors Wealth Management®, a company with 47 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jack Bardwell, Cfp®.

Jack Bardwell, Cfp® previously worked as Wealth Manager at Accredited Investors Wealth Management® and Corporate Banking Analyst at Wells Fargo. Jack Bardwell, Cfp® holds Bachelor'S Degree, Accounting And Finance, 3.994 from University Of Minnesota - Carlson School Of Management.

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Email format at Accredited Investors Wealth Management®

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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Jack Bardwell, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jack Bardwell, Cfp®

For important information and disclosures please visit: accredited.com/disclosures

Current workplace

Jack Bardwell, Cfp®'s current company

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Accredited Investors Wealth Management®
Accredited Investors Wealth Management®
Wealth Manager at Accredited Investors Wealth Management
edina, minnesota, united states
Website
accredited.com
Employees
47
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5 roles

Jack Bardwell, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Current
Accredited Investors Wealth Management®

Edina, Minnesota, United States

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.

Aug 2022 - Present

Corporate Banking Analyst

Wells Fargo

Greater Minneapolis-St. Paul Area

Corporate & Investment Banking | Financial Institutions Group

Aug 2020 - Aug 2022

Corporate Banking Summer Analyst

Wells Fargo

Greater Minneapolis-St. Paul Area

Jun 2020 - Aug 2020

Equity Research Analyst

Carlson Funds Enterprise

Minneapolis, MN

  • Engaged in the management of $40MM worth of Carlson School investments as part of the Financials Industry Team.
  • Oversaw operations including portfolio management, performance reporting, and company updates
  • Presented recommendations to the Investment Oversight Committee – a panel of industry professionals and faculty advisors
Sep 2020 - Jan 2021

Financial Analyst Intern

Sydney Opera House

Sydney, Australia

  • Prepared FY21-24 budget presentations to seamlessly integrate visualizations with storytelling
  • Enabled analysts to identify meaningful relationships in data through the implementation of Oracle enterprise software
  • Interacted with financial applications to reconcile data and produce reports
Jan 2020 - Mar 2020
Team & coworkers

Colleagues at Accredited Investors Wealth Management®

Other employees you can reach at accredited.com. View company contacts for 47 employees →

PJ Paul Junek Paul Junek Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → LC Lisa Carpenter Lisa Carpenter Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → JM Jill Meixner Jill Meixner Colleague at Accredited Investors Wealth Management® Eden Prairie, Minnesota, United States, United States View → BK Becky Krieger, Cpa, Cfp® Becky Krieger, Cpa, Cfp® Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → LO Lorenz Oliver-King Lorenz Oliver-King Colleague at Accredited Investors Wealth Management® Greater Minneapolis-St. Paul Area, United States View → JJ Jessica Jones Jessica Jones Colleague at Accredited Investors Wealth Management® Greater Minneapolis-St. Paul Area, United States View → SP Sean P. Smith, Cfa Sean P. Smith, Cfa Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → FS Fred Semmer, Cfa Fred Semmer, Cfa Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → JB Jonathan Bowles, Cpa Jonathan Bowles, Cpa Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View → MM Megan Murphy Megan Murphy Colleague at Accredited Investors Wealth Management® Minneapolis, Minnesota, United States, United States View →
1 education record

Jack Bardwell, Cfp® education

FAQ

Frequently asked questions about Jack Bardwell, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jack Bardwell, Cfp® work for?

Jack Bardwell, Cfp® works for Accredited Investors Wealth Management®.

What is Jack Bardwell, Cfp®'s role at Accredited Investors Wealth Management®?

Jack Bardwell, Cfp® is listed as Wealth Manager at Accredited Investors Wealth Management at Accredited Investors Wealth Management®.

What is Jack Bardwell, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Jack Bardwell, Cfp® at Accredited Investors Wealth Management®.

Where is Jack Bardwell, Cfp® based?

Jack Bardwell, Cfp® is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Accredited Investors Wealth Management®.

What companies has Jack Bardwell, Cfp® worked for?

Jack Bardwell, Cfp® has worked for Accredited Investors Wealth Management®, Wells Fargo, Carlson Funds Enterprise, and Sydney Opera House.

Who are Jack Bardwell, Cfp®'s colleagues at Accredited Investors Wealth Management®?

Jack Bardwell, Cfp®'s colleagues at Accredited Investors Wealth Management® include Paul Junek, Lisa Carpenter, Jill Meixner, Becky Krieger, Cpa, Cfp®, and Lorenz Oliver-King.

How can I contact Jack Bardwell, Cfp®?

You can use AeroLeads to view verified contact signals for Jack Bardwell, Cfp® at Accredited Investors Wealth Management®, including work email, phone, and LinkedIn data when available.

What schools did Jack Bardwell, Cfp® attend?

Jack Bardwell, Cfp® holds Bachelor'S Degree, Accounting And Finance, 3.994 from University Of Minnesota - Carlson School Of Management.

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