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).

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

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

Registered Investment Advisor

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

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

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.

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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