Laurel Wealth Planning

Laurel Wealth Planning (CRD# 122035) is a financial advisory firm headquartered in Edina, MN. They manage $341,786,534 in 781 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $437,627
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
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, WI

Financial Advisors at Laurel Wealth Planning
Showing 1 - 5 of 5 top financial advisors.
1
Susan E. Barron
CRD#: 5550641
3300 Edinborough Way, Suite 790, Edina, MN 55435

Susan Barron (CRD# 5550641) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 10 years of experience in the finance industry.

2
Mallory A. Kretman
CRD#: 5959559
3300 Edinborough Way, Suite 790, Edina, MN 55435

Mallory Kretman (CRD# 5959559) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 6 years of experience in the finance industry.

3
Laura A. Kuntz
CRD#: 1303890
3300 Edinborough Way, Suite 790, Edina, MN 55435

Laura Kuntz (CRD# 1303890) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 30 years of experience in the finance industry.

4
Jesse T. Kuusisto
CRD#: 6874302
3300 Edinborough Way, Suite 790, Edina, MN 55435

Jesse Kuusisto (CRD# 6874302) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 4 years of experience in the finance industry.

5
Michael L. Kellner
CRD#: 7427453
3300 Edinborough Way, Suite 790, Edina, MN 55435

Michael Kellner (CRD# 7427453) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has 1 year of experience in the finance industry.

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