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Wil Heupel, MBA, CFP®, CLU, ChFC, PACE

President and Founder

“10% in life is what happens to you, 90% is how you respond. ”

 

Wil is President and Founder of Accredited Investors Wealth Management. Wil is a Certified Financial Planner™ professional with varied areas of expertise earned through years of guiding dedicated client relationships. Wil started his career in professional banking, before helping to build Accredited Investors in 1987.

Wil was first attracted to the field by his ability to help people set and accomplish goals they never thought possible. Years later, his very best days are the ones in which his interaction and connection with clients result in a success or improvement in their life’s journey.

Growing up on a farm, Wil learned early to appreciate the importance of teamwork, perseverance, and the satisfaction of completing a task through hard work and dedication. These qualities are just as important to Wil today as they were back on the farm, both in his relationships with clients and as he manages the firm.

Wil has served as an informational source and appeared in publications including Kiplinger Personal Finance, Physician Management, Financial Planning magazine, The Wall Street Journal, and The New York Times.

WHAT IS WIL’S SUPER POWER?

Perseverance.  To stay engaged through thick and thin.

PERSONAL PURSUITS

Wil loves to spend time with his family — especially fun during the college football season.

Certifications:

North Dakota State University – B.S. in Business/Economics
North Dakota State University – M.S. in Humanities and Social Science
University of Minnesota – M.B.A. in Finance
Certified Financial Planner™
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Professional Achievement in Continuing Education (PACE)