Wil Heupel

MBA, CFP®, CLU, ChFC

Founder, Board Chair, and Shareholder

Biography

Wil is the Founder, Board Chair, and a Shareholder of Accredited Investors Wealth Management. Wil is a Certified Financial Planner™ professional with a broad base of experience 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.

For more information about educational requirements, professional certifications, and professional designations, click here.


Education & Background

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)


How do you spend your life wisely?

When I think about spending my life wisely, I think about living a life that sees opportunities rather than obstacles whenever possible. This mindset redefines problems as possibilities and helps me approach every situation with a sense of curiosity and optimism. Every day I strive to reflect on the past without regrets and regard any past mistakes as lessons that allow for growth and future successes.

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

Let Us Help You

Spend Your Life WiselyTM by working with advisors who dedicate themselves to creatively crafting every imaginable detail of your financial plan