Wealth Planning Group LLC
Wealth Planning Group LLC (CRD# 281902) is a financial advisory firm headquartered in Minnetonka, MN. They manage $28,000,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$169,697
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michelle Leisen (CRD# 3114348) is an Investment Advisor Representative working at Wealth Planning Group LLC in Minnetonka, MN and has over 19 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.