Laurel Wealth Planning

Laurel Wealth Planning (CRD# 122035) is a financial advisory firm headquartered in Edina, MN. They manage $208,315,341 in 695 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $299,734
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
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

Financial Advisors at Laurel Wealth Planning
Showing 1 - 6 of 6 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 9 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 5 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 28 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 3 years of experience in the finance industry.

5
Michael J. Tryon
CRD#: 6424969
3300 Edinborough Way, Suite 790, Edina, MN 55435

Michael Tryon (CRD# 6424969) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 4 years of experience in the finance industry.

6
Anne M. Ward
CRD#: 4172067
3300 Edinborough Way, Suite 790, Edina, MN 55435

Anne Ward (CRD# 4172067) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 19 years of experience in the finance industry. Anne Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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