Profile
David Richard Heidel worked as a Regional Investment Director at U.S.
Bank NA, an Investment Consultant at Everen Securities, Inc., a Financial Advisor at M&I Bank of Indianapolis, and a Vice President at J.P.
Morgan & Co., Inc. (Old).
He also worked as a Principal at Accredited Investors, Inc. Heidel received his undergraduate degree from the University of Wisconsin-Stevens Point in 1997.
Former positions of Dave Heidel
| Companies | Position | End |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Corporate Officer/Principal | 31/01/2010 |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | 31/12/2007 |
| M&I Bank of Indianapolis | Corporate Officer/Principal | 31/12/2005 |
| Everen Securities, Inc. | Consultant / Advisor | 31/12/1998 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Portfolio Manager-Equities | - |
Training of Dave Heidel
| University of Wisconsin-Stevens Point | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
| Everen Securities, Inc. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
| M&I Bank of Indianapolis | Finance |
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