Laurel Wealth Planning

Laurel Wealth Planning (CRD# 122035) is a financial advisory firm headquartered in Edina, MN. They manage $331,763,050 in 840 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    840
    ACCOUNTS
  • Average Account Value
    $394,956
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
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 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. Mallory Kretman 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
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 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. Jesse Kuusisto 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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