Laurel Wealth Planning

Laurel Wealth Planning (CRD# 122035) is a financial advisory firm headquartered in Edina, MN. They manage $143,046,026 in 626 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $228,508
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.

MN

Financial Advisors at Laurel Wealth Planning
Showing 1 - 6 of 6 top financial advisors.
1
Joseph B. Downes
CRD#: 5426740
3300 Edinborough Way, Suite 790, Edina, MN 55435
96
Wealthminder
score

Joseph Downes (CRD# 5426740) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 10 years of experience in the finance industry. Joseph Downes 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.

2
William A. Franke
CRD#: 723790
3300 Edinborough Way, Suite 790, Edina, MN 55435
96
Wealthminder
score

William Franke (CRD# 723790) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 36 years of experience in the finance industry. William Franke 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.

3
Laura A. Kuntz
CRD#: 1303890
3300 Edinborough Way, Suite 790, Edina, MN 55435
93
Wealthminder
score

Laura Kuntz (CRD# 1303890) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 25 years of experience in the finance industry.

4
Susan E. Barron
CRD#: 5550641
3300 Edinborough Way, Suite 790, Edina, MN 55435
90
Wealthminder
score

Susan Barron (CRD# 5550641) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 6 years of experience in the finance industry.

5
Saul R. Baumann
CRD#: 6016404
3300 Edinborough Way, Suite 790, Edina, MN 55435
90
Wealthminder
score

Saul Baumann (CRD# 6016404) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 5 years of experience in the finance industry.

6
Mallory A. Smith
CRD#: 5959559
3300 Edinborough Way, Suite 790, Edina, MN 55435
87
Wealthminder
score

Mallory Smith (CRD# 5959559) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.