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).

Current Firm Details
3300 Edinborough Way, Suite 790, Edina, MN 55435
http://www.laurakuntz.com
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 Downes, financial advisor Edina MN
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 9 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 Franke, financial advisor Edina MN
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 Kuntz, financial advisor Edina MN
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 Barron, financial advisor Edina MN
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 Baumann, financial advisor Edina MN
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 Smith, financial advisor Edina MN
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 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

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