James R. Fritschel,  CFP<sup>&reg;</sup> - Financial Advisor

James R. Fritschel, CFP®

CPA

Wealth Manager

Accredited Investors Wealth Management®

5200 W 73rd St
Edina, MN 55439
FINANCIAL ADVISOR'S WEBSITE
(952) 841-2222

General

James Fritschel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Accredited Investors Wealth Management® in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - C PA (inactive)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Job Loss, Retirement, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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