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 Lending & Brokerage

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 financial planning and investment advisory services tailored to various client segments, including corporate employees, pre-retirees, retirees, and business owners. The firm emphasizes a long-term perspective and aims to support clients through different life stages while fostering lasting relationships. With a commitment to personalized service, Innovative Planning Group partners with reputable financial institutions to enhance their offerings.Explore more
Innovative Planning Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Innovative Planning Group Org Chart

PhoneEmail
TW
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Director, Financial Planning

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NS
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Director, Operations

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Client Relationship Manager

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Compare Similar Companies to Innovative Planning Group

Compare insights from companies similar to Innovative Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Planning Group

$7.4M
11-50
Private
-
2016
TW
Trevor WasbottenDirector, Financial Planning
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
Illustration of an envelope

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, Lending & Brokerage
What is Innovative Planning Group competition?
Innovative Planning Group top competitors include: 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 financial planning and investment advisory services tailored to various client segments, including corporate employees, pre-retirees, retirees, and business own... ers. The firm emphasizes a long-term perspective and aims to support clients through different life stages while fostering lasting relationships. With a commitment to personalized service, Innovative Planning Group partners with reputable financial institutions to enhance their offerings.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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