Wealth Planning Group LLC

Wealth Planning Group LLC (CRD# 281902) is a financial advisory firm headquartered in Minnetonka, MN. They manage $36,000,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343
http://www.wealthplanninggroupmn.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $439,024
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Wealth Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Leisen, financial advisor Minnetonka MN
Michelle M. Leisen
CRD#: 3114348
12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343

Michelle Leisen (CRD# 3114348) is an Investment Advisor Representative working at Wealth Planning Group LLC in Minnetonka, MN and has over 25 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.

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