Saul Baumann, financial advisor Edina MN
90 score

Saul Baumann

CRD Number: 6016404
Current Firm: Laurel Wealth Planning

Saul Baumann (CRD# 6016404) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Laurel Wealth Planning, LLC Edina, MN Oct 2013 - Current 3
Mml Investor Services, LLC Minneapolis, MN Jan 2012 - Oct 2013 1
Massmutual Insurance Company Minneapolis, MN Jan 2012 - Oct 2013 1
National Camera Exchange Golden Valley, MN Mar 2008 - Jan 2012 3
Unemployed Maple Plain, MN Jan 2008 - Feb 2008 < 1
Quality Forensics Spring Park, MN Mar 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Saul R. Baumann
Phone Number: 952-854-6250
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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