Josh Carlson

Analyst-Fixed Income at

Accredited Investors, Inc.

Consumer Services

Finance

Profile

Mr. Joshua Carlson is Wealth Manager at Accredited Investors, Inc. He is responsible for wealth planning analysis and the execution of planning strategies.
He has developed specific expertise in credit risk, identity protection, and credit cards.
Previously he was serving four years in the U.S.
Navy.
He received his BA degree in Finance from the University of Minnesota.

Josh Carlson active positions

Companies	Position	Start
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Analyst-Fixed Income	-

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Private companies	2
University of Minnesota University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Finance

Private companies