Wealth Planning Group LLC

Wealth Planning Group LLC (CRD# 281902) is a financial advisory firm headquartered in Minnetonka, MN. They manage $14,852,003 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $291,216
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Wealth Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michelle M. Leisen
CRD#: 3114348
12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343
96
Wealthminder
score

Michelle Leisen (CRD# 3114348) is an Investment Advisor Representative working at Wealth Planning Group LLC in Minnetonka, MN and has over 18 years of experience in the finance industry. Michelle Leisen 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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