Innovative Planning Group Employee Directory

Innovative Planning Group corporate office is located in 710 Commerce Dr Ste 150, Woodbury, Minnesota, 55125, United States and has 11-50 employees.

innovative planning group

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Key Employees of Innovative Planning Group

TW
Trevor Wasbott...
Director, Financial Planning
PhoneEmail
NS
Nolan Schoonve...
Director, Operations
PhoneEmail
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PhoneEmail
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Innovative Planning Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Innovative Planning Group

Hundreds of professionals searching for Innovative Planning Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HR
Hanna Rask
Email Direct
Wealth Management Advisor
United States , Minnesota , Woodbury

AB
Aaron Brandt
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

NS
Nolan Schoonveld
Email Direct
Director, Operations
United States , Minnesota , Woodbury

EW
Ellie Welsh
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

DH
David Hawley
Email Direct
Client Service Associate
United States , Minnesota , Woodbury

NA
Nicole Andrews
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

SH
Seth Hansvick
Email Direct
Wealth Management Advisor
United States , Minnesota , Woodbury

JW
Jordan Wold
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

AS
Andrea Schrieffer
Email Direct
Wealth Management Advisor
United States , Minnesota , Woodbury

TW
Trevor Wasbotten
Email Direct
Director, Financial Planning
United States , Minnesota , Woodbury

JR
Jacob Ring
Email Direct
Trader and Investment Analyst
United States , Minnesota , Woodbury

MH
Matthew Hoel
Email Direct
Tax Specialist
United States , Minnesota , Woodbury

KM
Kaylee McClellan
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

WD
William DeMar
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

LJ
Leif Johnson
Email Direct
Paraplanner
United States , Minnesota , Woodbury

Michael Laatsch
Email Direct
President & Financial Advisor
United States , Minnesota , Woodbury

JG
Jodi Gibson
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

DB
Dawn Bembenek
Email Direct
Client Relationship Manager
United States , Minnesota , Woodbury

Former Employees at Innovative Planning Group

Explore people who held key positions, contributed to Innovative Planning Group's success, and advanced their careers.

PB
Peter Bouillon
Paraplanner at M & E Catalyst Group
Worked as Client Services Associate & Intern
at Innovative Planning Group (2023-2023)
Email Direct
AD
Andrea Decker
Financial Associate & ... at Cetera
Worked as Paraplanner
at Innovative Planning Group (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Innovative Planning Group Employees

How many employees does Innovative Planning Group have?

Innovative Planning Group has 11-50 employees

Who are Innovative Planning Group key employees?

Some of Innovative Planning Group key employees are Trevor Wasbotten, Nolan Schoonveld

Where is Innovative Planning Group located?

Innovative Planning Group’s headquarters are located at 710 Commerce Dr Ste 150, Woodbury, Minnesota, 55125, United States

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... Read More

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 Employees