Laurel Wealth Planning

Laurel Wealth Planning (CRD# 122035) is a financial advisory firm headquartered in Edina, MN. They manage $354,710,057 in 889 accounts and serve the financial needs of clients across 2 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
    355
    MILLION
  • Total Number of Accounts
    889
    ACCOUNTS
  • Average Account Value
    $398,999
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN

Financial Advisors at Laurel Wealth Planning
Showing 1 - 3 of 3 top financial advisors.
1
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 8 years of experience in the finance industry.

2
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 31 years of experience in the finance industry.

3
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 6 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals