Innovative Planning Group

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

710 Commerce Dr Ste 150, Woodbury, Minne...

Phone Number

(651) 219-4491

Revenue

$7.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Innovative Planning Group

Innovative Planning Group is a team of financial professionals dedicated to providing a holistic approach to wealth management services for individuals, families, and businesses. They offer a range of services, including financial planning and investment management, emphasizing a long-term perspective tailored to different life stages. The company aims to cultivate lasting relationships with its clients, ensuring their financial needs are met across generations. They utilize resources from reputable financial entities such as LPL Financial, Charles Schwab, and Fidelity Investments.Explore more
Innovative Planning Group's Social MediaPopular SearchesInnovative Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Innovative Planning Group Org Chart

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Michael Laatsch, President & Financial Advisor at Innovative Planning Group
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President & Financial Advisor

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Director, Financial Planning

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Director, Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Planning Group

$7.4M
11-50
Private
-
2016
Michael Laatsch, President & Financial Advisor at Innovative Planning Group
Michael LaatschPresident & Financial Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2009
AP
Angel PattersonDirector, Client Experience
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Innovative Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Innovative Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Innovative Planning Group.

Innovative Planning Group Tech Stack

A closer look at the technologies used by Innovative Planning Group

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Frequently Asked Questions Regarding Innovative Planning Group

What is Innovative Planning Group's official website?
Innovative Planning Group's official website is www.innovativeplanning.com
What is Innovative Planning Group's Revenue?
Innovative Planning Group's revenue is $7.4 Million
What is Innovative Planning Group's SIC code?
Innovative Planning Group's SIC: 62,628
What is Innovative Planning Group's NAICS code?
Innovative Planning Group's NAICS: 52,523
How many employees does Innovative Planning Group have?
Innovative Planning Group has 11-50 employees
What industry does Innovative Planning Group belong to?
Innovative Planning Group is in the industry of: Finance, Securities Trading
What is Innovative Planning Group competition?
Innovative Planning Group top competitors include: Full Circle Wealth Strategies, Alliance Wealth Advisors, Sterling Total Wealth Solutions, Trinity Wealth Management
What technology does Innovative Planning Group use?
Some of the popular technologies that Innovative Planning Group uses are: reCAPTCHA, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Innovative Planning Group?
Innovative Planning Group contact info: Phone number: (651) 219-4491 Website: www.innovativeplanning.com
What does Innovative Planning Group do?

Innovative Planning Group is a team of financial professionals dedicated to providing a holistic approach to wealth management services for individuals, families, and businesses. They offer a range of services, including financial planning and investment management, emphasizing a long-term perspective tailored to different life stages. The company... aims to cultivate lasting relationships with its clients, ensuring their financial needs are met across generations. They utilize resources from reputable financial entities such as LPL Financial, Charles Schwab, and Fidelity Investments.Read More

What are Innovative Planning Group social media links?
Innovative Planning Group Linkedin page Innovative Planning Group Facebook page
Is Innovative Planning Group a public company?
Innovative Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Innovative Planning Group

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