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).

Current Firm Details
3300 Edinborough Way, Suite 790, Edina, MN 55435
https://www.facebook.com/laurel-wealth-planning-455967247944174/
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 Barron, financial advisor Edina MN
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 Kretman, financial advisor Edina MN
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 Kuntz, financial advisor Edina MN
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 Kuusisto, financial advisor Edina MN
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 Kellner, financial advisor Edina MN
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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