Ross Levin

ACCREDITED INVESTORS WEALTH MANAGEMENT

Edina, MN 55439-2204

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CRD#: 1060168

Professional summary

Ross Levin, CFP®, who also goes by Ross Levin Cfp, is a registered financial advisor currently at ACCREDITED INVESTORS WEALTH MANAGEMENT located in Edina, Minnesota.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Ross has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Levin Cfp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Levin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

January 30, 2014 - Present

ACCREDITED INVESTORS WEALTH MANAGEMENT

Office #1: 5200 West 73rd Street, Edina, MN 55439-2204

RIA

CRD#: 105439

Edina, MN

Past

June 12, 2002 - November 1, 2002

ACCREDITED INVESTORS WEALTH MANAGEMENT

RIA

CRD#: 105439

EDINA, MN

Past

July 6, 1992 - August 1, 1997

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

January 27, 1989 - July 6, 1992

KAVANAUGH SECURITIES, INC.

CRD#: 10606

DALLAS, TX

Past

March 3, 1986 - January 9, 1989

CREATIVE EQUITY RESOURCES, INC.

CRD#: 8190

MINNEAPOLIS, MN

Past

July 26, 1983 - February 6, 1987

CONSOLIDATED RESOURCES, INC.

CRD#: 13747

Past

May 17, 1983 - October 14, 1985

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

CRD#: 2797

Past

August 26, 1982 - July 23, 1983

IRG SECURITIES, INC.

CRD#: 4182

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCREDITED INVESTORS WEALTH MANAGEMENT

ACCREDITED INVESTORS INC | AII REAL ESTATE HOLDINGS LLC | AII BUSINESS CENTER LLC | ACCREDITED INVESTORS WEALTH MANAGEMENT

CRD#: 105439 / SEC#: 801-33659

RIA

Registered Investment Advisory firm - (1/9/1989 Approved)

South Dakota

Registered Investment Advisory firm - (11/1/2002 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/12/2001 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/30/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/1990

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/27/1987

General Securities Principal Examination

Current Firm

ACCREDITED INVESTORS WEALTH MANAGEMENT

ACCREDITED INVESTORS INC | AII REAL ESTATE HOLDINGS LLC | AII BUSINESS CENTER LLC | ACCREDITED INVESTORS WEALTH MANAGEMENT

CRD#: 105439 / SEC#: 801-33659

RIA

Registered Investment Advisory firm - (1/9/1989 Approved)

South Dakota

Registered Investment Advisory firm - (11/1/2002 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/12/2001 Cancelled)

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Contact information

Main Address

5200 West 73rd Street, Edina, MN 55439-2204

Mailing Address

Phone number

(952) 841-2222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	4,848
AUM (Assets Under Management)	$ 3,715,189,973

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/25/2025	Cover Page	Report
10/28/2024	Cover Page	Report
01/25/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ross Levin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Levin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCREDITED INVESTORS WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

KAVANAUGH SECURITIES, INC.

CREATIVE EQUITY RESOURCES, INC.

CONSOLIDATED RESOURCES, INC.

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

IRG SECURITIES, INC.

Primary Firm SEC Registration

ACCREDITED INVESTORS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/1990

Series 63

Date: 8/23/1982

Series 7

Date: 8/21/1982

Series 24

Date: 5/27/1987

Current Firm

ACCREDITED INVESTORS WEALTH MANAGEMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACCREDITED INVESTORS WEALTH MANAGEMENT

TRUST BUT VERIFY

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