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Taylor Karels, Cfp®, Crpc® Email & Phone Number

Accredited Investors Wealth Management® at Accredited Investors Wealth Management®
Location: Minneapolis, Minnesota, United States 8 work roles 3 schools
1 work email found @ameriprise.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email t****@ameriprise.com
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Current company
Accredited Investors Wealth Management®
Role
Accredited Investors Wealth Management®
Location
Minneapolis, Minnesota, United States
Company size
47 employees

Who is Taylor Karels, Cfp®, Crpc®? Overview

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Quick answer

Taylor Karels, Cfp®, Crpc® is listed as Accredited Investors Wealth Management® at Accredited Investors Wealth Management®, a company with 47 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Taylor Karels, Cfp®, Crpc®.

Taylor Karels, Cfp®, Crpc® previously worked as Wealth Manager at Accredited Investors Wealth Management® and Financial Planning Analyst at Gen Financial Management, Inc.. Taylor Karels, Cfp®, Crpc® holds Bachelor Of Business Administration - Bba, Finance, General from University Of Iowa.

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Email format at Accredited Investors Wealth Management®

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*@ameriprise.com
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AeroLeads found 1 current-domain work email signal for Taylor Karels, Cfp®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Taylor Karels, Cfp®, Crpc®

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

Current workplace

Taylor Karels, Cfp®, Crpc®'s current company

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

Taylor Karels, Cfp®, Crpc® work experience

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

Wealth Manager

Current
Accredited Investors Wealth Management®

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.

Oct 2024 - Present

Financial Planning Analyst

Gen Financial Management, Inc.

Plymouth, Minnesota, United States

  • Prepare financial plans and investment policy statements for upcoming client meetings
  • Participate in client meetings in collaboration with Advisors, recording meeting notes, establishing relationships with clients and assist with follow up tasks that result from meetings
  • Investment Committee: Meet with wholesalers to learn about new product offerings, participate in annual reviews of investment models and any changes that might be necessary with changing environments
  • Health and Wellness Committee: Encourage colleagues to prioritize physical and mental health, build team morale, and support GEN’s philanthropic values
May 2022 - Oct 2024

Financial Advisor

Ameriprise Financial Services, Llc
  • Upon promotion facilitated the formation of the first new team in over 10 years by developing a mission statement, and setting standard work
  • Analyzed client financial needs and determined goals based on building rapport and leading questions
  • Scheduled and led meetings with financial planning clients and designed a personalized strategy based on their goals and current financial situation
  • Utilized managed accounts, annuities, life, disability, and long-term care insurance to build a holistic financial plan to ensure clients achieve their financial goals
  • Awards: Quarterly Top Performer
Mar 2021 - Apr 2022

Client Support Associate

Ameriprise Financial Services, Llc

Minneapolis, Minnesota

  • Supervised over $90 million in the managed accounts pipeline by monitoring semi-annual account reviews, ensuring that either the advisor or myself completes them with the client
  • Fielded inbound calls to assist clients with questions or concerns they may have on their accounts
  • Awards: Circle of Success; Quarterly Achievement Award
Jan 2020 - Mar 2021

Client Services Coordinator

Ameriprise Financial Services, Llc

Minneapolis, Minnesota

  • Contacted clients to schedule their systematic meetings with their advising team
  • Fielded inbound calls to assist with service work or transfer to the appropriate department
Jul 2019 - Dec 2019

Bank Teller

Employees Credit Union, Estherville

Estherville, Iowa

May 2018 - Aug 2018

Insurance Intern

Northstar Bank And Agency

Estherville, Iowa

May 2017 - Aug 2017

Bank Teller

Northstar Bank And Agency

Estherville, Iowa

Jun 2016 - Aug 2016
Team & coworkers

Colleagues at Accredited Investors Wealth Management®

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

JH Jeremy Heckman, Cfp®, Afc® Jeremy Heckman, Cfp®, Afc® 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 → JB Jack Bardwell, Cfp® Jack Bardwell, Cfp® Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → JE John Ehrenfeld, Cfp®, Ea, Bfa John Ehrenfeld, Cfp®, Ea, Bfa Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States, United States View → SR Suzy Ridenour Suzy Ridenour Colleague at Accredited Investors Wealth Management®Greater Minneapolis-St. Paul Area, United States View → YA Yulia A Yulia A 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 → JM Jill Meixner Jill Meixner Colleague at Accredited Investors Wealth Management®Eden Prairie, Minnesota, United States, 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 → AS Aashwin Sachdev, Cfp® Aashwin Sachdev, Cfp® Colleague at Accredited Investors Wealth Management®Minneapolis, Minnesota, United States, United States View →
3 education records

Taylor Karels, Cfp®, Crpc® education

Bachelor Of Business Administration - Bba, Finance, General

University Of Iowa

Member of: Campus Activities Board University Bands Gardener’s Club

Education record

Cimba

Activities and Societies:Participated in the CIMBA Undergraduate Study Abroad Program (September 2017 - December 2017) • Studied business.

High School Diploma

Estherville Lincoln Central, High School

Member of: Student Council Purple Cord Band (Marching, Jazz, Pep, and Concert) National Honor Society

FAQ

Frequently asked questions about Taylor Karels, Cfp®, Crpc®

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

What company does Taylor Karels, Cfp®, Crpc® work for?

Taylor Karels, Cfp®, Crpc® works for Accredited Investors Wealth Management®.

What is Taylor Karels, Cfp®, Crpc®'s role at Accredited Investors Wealth Management®?

Taylor Karels, Cfp®, Crpc® is listed as Accredited Investors Wealth Management® at Accredited Investors Wealth Management®.

What is Taylor Karels, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @ameriprise.com for Taylor Karels, Cfp®, Crpc® at Accredited Investors Wealth Management®.

Where is Taylor Karels, Cfp®, Crpc® based?

Taylor Karels, Cfp®, Crpc® is based in Minneapolis, Minnesota, United States while working with Accredited Investors Wealth Management®.

What companies has Taylor Karels, Cfp®, Crpc® worked for?

Taylor Karels, Cfp®, Crpc® has worked for Accredited Investors Wealth Management®, Gen Financial Management, Inc., Ameriprise Financial Services, Llc, Employees Credit Union, Estherville, and Northstar Bank And Agency.

Who are Taylor Karels, Cfp®, Crpc®'s colleagues at Accredited Investors Wealth Management®?

Taylor Karels, Cfp®, Crpc®'s colleagues at Accredited Investors Wealth Management® include Jeremy Heckman, Cfp®, Afc®, Jessica Jones, Jack Bardwell, Cfp®, John Ehrenfeld, Cfp®, Ea, Bfa, and Suzy Ridenour.

How can I contact Taylor Karels, Cfp®, Crpc®?

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

What schools did Taylor Karels, Cfp®, Crpc® attend?

Taylor Karels, Cfp®, Crpc® holds Bachelor Of Business Administration - Bba, Finance, General from University Of Iowa.

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