Sean P. Smith, Cfa
AeroLeads people directory · profile

Sean P. Smith, Cfa Email & Phone Number

Investment Manager and Shareholder at Accredited Investors Wealth Management®
Location: Minneapolis, Minnesota, United States 7 work roles 2 schools
1 work email found @accredited.com 4 phones found area 952 and 716 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@accredited.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Accredited Investors Wealth Management®
Role
Investment Manager and Shareholder
Location
Minneapolis, Minnesota, United States
Company size
47 employees

Who is Sean P. Smith, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sean P. Smith, Cfa is listed as Investment Manager and Shareholder at Accredited Investors Wealth Management®, a with 47 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at accredited.com, phone signal with area code 952, 716, and a matched LinkedIn profile for Sean P. Smith, Cfa.

Sean P. Smith, Cfa previously worked as Investment Manager & Shareholder at Accredited Investors Wealth Management® and Treasurer, Board Of Directors at Climate Generation: A Will Steger Legacy. Sean P. Smith, Cfa holds Bs - Business Administration, Finance & Banking from University Of Missouri-Columbia.

Company email context

Email format at Accredited Investors Wealth Management®

This section adds company-level context without repeating Sean P. Smith, Cfa's masked contact details.

*@accredited.com
71% confidence

AeroLeads found 1 current-domain work email signal for Sean P. Smith, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Sean P. Smith, Cfa

Sean P. Smith, Cfa is a Investment Manager and Shareholder at Accredited Investors Wealth Management®. He possess expertise in mathematics, returns, nasd, insurance, cap and 113 more skills.

Listed skills include Mathematics, Returns, Nasd, Insurance, and 114 others.

Current workplace

Sean P. Smith, Cfa's current company

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

Accredited Investors Wealth Management®
Accredited Investors Wealth Management®
Investment Manager and Shareholder
edina, minnesota, united states
Website
accredited.com
Employees
47
AeroLeads page
Company profile
View company profile Email format
7 roles · 27 years

Sean P. Smith, Cfa work experience

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

Investment Manager & Shareholder

Accredited Investors Wealth Management®

Greater Minneapolis-St. Paul Area

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™

Treasurer, Board Of Directors

Climate Generation: A Will Steger Legacy

Greater Minneapolis-St. Paul Area

Climate Generation: A Will Steger Legacy is a nationally connected and trusted nonprofit dedicated to climate literacy, climate change education, youth leadership, and citizen engagement for innovative climate change solutions.

2014 - 2023 ~9 yrs
Team & coworkers

Colleagues at Accredited Investors Wealth Management®

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

YA Yulia A Yulia A Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → BJ Brandon Jones Brandon Jones Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → FS Fred Semmer, Cfa Fred Semmer, Cfa Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → LC Lisa Carpenter Lisa Carpenter Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → MM Michelle Morgan Michelle Morgan Colleague at Accredited Investors Wealth Management®Slate Hill, New York, United States View → AW Alan Williams, Cfp®, Cpa-Pfs Alan Williams, Cfp®, Cpa-Pfs Colleague at Accredited Investors Wealth Management®Elko, Minnesota, United States View → BK Becky Krieger, Cpa, Cfp® Becky Krieger, Cpa, 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 → JE John Ehrenfeld, Cfp®, Ea, Bfa John Ehrenfeld, Cfp®, Ea, Bfa Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States View → JJ Jessica Jones Jessica Jones Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View →
2 education records

Sean P. Smith, Cfa education

FAQ

Frequently asked questions about Sean P. Smith, Cfa

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

What company does Sean P. Smith, Cfa work for?

Sean P. Smith, Cfa works for Accredited Investors Wealth Management®.

What is Sean P. Smith, Cfa's role at Accredited Investors Wealth Management®?

Sean P. Smith, Cfa is listed as Investment Manager and Shareholder at Accredited Investors Wealth Management®.

What is Sean P. Smith, Cfa's email address?

AeroLeads has found 1 work email signal at @accredited.com for Sean P. Smith, Cfa at Accredited Investors Wealth Management®.

What is Sean P. Smith, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 952, 716 for Sean P. Smith, Cfa at Accredited Investors Wealth Management®.

Where is Sean P. Smith, Cfa based?

Sean P. Smith, Cfa is based in Minneapolis, Minnesota, United States while working with Accredited Investors Wealth Management®.

What companies has Sean P. Smith, Cfa worked for?

Sean P. Smith, Cfa has worked for Accredited Investors Wealth Management®, Climate Generation: A Will Steger Legacy, Zacks Investment Research, Stifel Nicolaus, and A.G. Edwards & Sons, Inc..

Who are Sean P. Smith, Cfa's colleagues at Accredited Investors Wealth Management®?

Sean P. Smith, Cfa's colleagues at Accredited Investors Wealth Management® include Yulia A, Brandon Jones, Fred Semmer, Cfa, Lisa Carpenter, and Michelle Morgan.

How can I contact Sean P. Smith, Cfa?

You can use AeroLeads to view verified contact signals for Sean P. Smith, Cfa at Accredited Investors Wealth Management®, including work email, phone, and LinkedIn data when available.

What schools did Sean P. Smith, Cfa attend?

Sean P. Smith, Cfa holds Bs - Business Administration, Finance & Banking from University Of Missouri-Columbia.

What skills is Sean P. Smith, Cfa known for?

Sean P. Smith, Cfa is listed with skills including Mathematics, Returns, Nasd, Insurance, Cap, Windows, Sales, and Beverage.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.