Kathleen Broich, Cfp®, Mba
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Kathleen Broich, Cfp®, Mba Email & Phone Number

Lead Wealth Manager at Accredited Investors Inc.® at Accredited Investors Wealth Management®
Location: Greater Minneapolis-St. Paul Area, United States 8 work roles 3 schools
1 work email found @accredited.com 3 phones found area 612 and 855 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@accredited.com
Direct phone (612) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Accredited Investors Wealth Management®
Role
Lead Wealth Manager at Accredited Investors Inc.®
Location
Greater Minneapolis-St. Paul Area, United States
Company size
47 employees

Who is Kathleen Broich, Cfp®, Mba? Overview

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Quick answer

Kathleen Broich, Cfp®, Mba is listed as Lead Wealth Manager at Accredited Investors Inc.® at Accredited Investors Wealth Management®, a with 47 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at accredited.com, phone signal with area code 612, 855, and a matched LinkedIn profile for Kathleen Broich, Cfp®, Mba.

Kathleen Broich, Cfp®, Mba previously worked as Lead Wealth Manager at Accredited Investors Wealth Management® and Product Manager at Fairview Health Services. Kathleen Broich, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Management from University Of St. Thomas - Opus College Of Business.

Company email context

Email format at Accredited Investors Wealth Management®

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*@accredited.com
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AeroLeads found 1 current-domain work email signal for Kathleen Broich, Cfp®, Mba. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Broich, Cfp®, Mba

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

Listed skills include Powerpoint, Cobra, Specialty Pharmaceutical, Insurance, and 25 others.

Current workplace

Kathleen Broich, Cfp®, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Accredited Investors Wealth Management®
Accredited Investors Wealth Management®
Lead Wealth Manager at Accredited Investors Inc.®
edina, minnesota, united states
Website
accredited.com
Employees
47
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Company profile
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8 roles

Kathleen Broich, Cfp®, Mba work experience

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

Lead Wealth Manager

Current
Accredited Investors Wealth Management®

Edina, Minnesota

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, retirement, legacy, and tax planning. With a shared dedication to asking questions, not simply answering them, we work collaboratively to craft personalized strategies for each client family. To provide continuity, service, and technical guidance, every Accredited client works with a dedicated team, as well as subject matter experts throughout the firm. As a fully independent firm owned by a group of employee shareholders, Accredited’s mission is to improve the individual and collective lives of all we serve: our clients, our colleagues and our community. Spend Your Life Wisely™

Aug 2016 - Present

Specialty Pharmacy Program Manager

Unitedhealth Group

Eden Prairie, Mn

Jun 2012 - Feb 2015
Team & coworkers

Colleagues at Accredited Investors Wealth Management®

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

LC Lisa Carpenter Lisa Carpenter Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → JF Jamie Fritschel, Cfp®, Cpa (Inactive) Jamie Fritschel, Cfp®, Cpa (Inactive) Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → HP Heidi Pineda Heidi Pineda Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → GP Greg Prokop, Cfp® Greg Prokop, Cfp® Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → JB Jack Bardwell, Cfp® Jack Bardwell, Cfp® Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → LO Lorenz Oliver-King Lorenz Oliver-King Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → AS Aashwin Sachdev, Cfp® Aashwin Sachdev, Cfp® Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → TK Taylor Karels, Cfp®, Crpc® Taylor Karels, Cfp®, Crpc® Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → JB Jonathan Bowles, Cpa Jonathan Bowles, Cpa Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → EA Eric Alexander Eric Alexander Colleague at Accredited Investors Wealth Management®St Paul, Minnesota, United States View →
3 education records

Kathleen Broich, Cfp®, Mba education

FAQ

Frequently asked questions about Kathleen Broich, Cfp®, Mba

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

What company does Kathleen Broich, Cfp®, Mba work for?

Kathleen Broich, Cfp®, Mba works for Accredited Investors Wealth Management®.

What is Kathleen Broich, Cfp®, Mba's role at Accredited Investors Wealth Management®?

Kathleen Broich, Cfp®, Mba is listed as Lead Wealth Manager at Accredited Investors Inc.® at Accredited Investors Wealth Management®.

What is Kathleen Broich, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @accredited.com for Kathleen Broich, Cfp®, Mba at Accredited Investors Wealth Management®.

What is Kathleen Broich, Cfp®, Mba's phone number?

AeroLeads has found 3 phone signal(s) with area code 612, 855 for Kathleen Broich, Cfp®, Mba at Accredited Investors Wealth Management®.

Where is Kathleen Broich, Cfp®, Mba based?

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

What companies has Kathleen Broich, Cfp®, Mba worked for?

Kathleen Broich, Cfp®, Mba has worked for Accredited Investors Wealth Management®, Fairview Health Services, Unitedhealth Group, and Gimbel, Reilly, Guerin & Brown.

Who are Kathleen Broich, Cfp®, Mba's colleagues at Accredited Investors Wealth Management®?

Kathleen Broich, Cfp®, Mba's colleagues at Accredited Investors Wealth Management® include Lisa Carpenter, Jamie Fritschel, Cfp®, Cpa (Inactive), Heidi Pineda, Greg Prokop, Cfp®, and Jack Bardwell, Cfp®.

How can I contact Kathleen Broich, Cfp®, Mba?

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

What schools did Kathleen Broich, Cfp®, Mba attend?

Kathleen Broich, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Management from University Of St. Thomas - Opus College Of Business.

What skills is Kathleen Broich, Cfp®, Mba known for?

Kathleen Broich, Cfp®, Mba is listed with skills including Powerpoint, Cobra, Specialty Pharmaceutical, Insurance, Medicare, Vi, Hipaa, and Health Savings Accounts.

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