Laurel Wealth Planning Employee Directory

Laurel Wealth Planning corporate office is located in 3300 Edinborough Way Ste 790, Edina, Minnesota, 55435, United States and has 1-10 employees.

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Key Employees of Laurel Wealth Planning

JK
Jesse Kuusisto
Manager, Wealth
PhoneEmail
MC
Maxwell Carlos
Investment Associate & Wealth Associate & Manager
PhoneEmail
KT
Katie Then
Manager, Client Relationship & Operations
PhoneEmail
MK
Mallory Kretma...
Manager, Wealth & Shareholder
PhoneEmail
PhoneEmail
PhoneEmail

Laurel Wealth Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Laurel Wealth Planning

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

Contact Name

Contact Info

Job Title

HQ Location

MK
Mallory Kretman
Email Direct
Manager, Wealth & Shareholder
United States , Minnesota , Edina

JK
Jesse Kuusisto
Email Direct
Manager, Wealth
United States , Minnesota , Edina

FK
Felix Kopycinski
Email Direct
Wealth Associate & Manager
United States , Minnesota , Edina

MC
Maxwell Carlos
Email Direct
Investment Associate & Wealth Associate & Manager
United States , Minnesota , Edina

NN
Natalie Nelson
Email Direct
Client Service Specialist
United States , Minnesota , Edina

KT
Katie Then
Email Direct
Manager, Client Relationship & Operations
United States , Minnesota , Edina

LK
Laura Kuntz
Email Direct
Financial Planner
United States , Minnesota , Edina

LH
Leanna Hochmuth
Email Direct
Client Service Specialist
United States , Minnesota , Edina

Former Employees at Laurel Wealth Planning

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

TK
Timothy Kroshus
Manager, Data Analytic... at Optum
Worked as Finance Intern
at Laurel Wealth Planning (2016-2017)
Email Direct
SB
Saul Baumann
Senior Wealth Advisor ... at Allodium Investment Co...
Worked as Manager, Wealth
at Laurel Wealth Planning (2013-2020)
Email Direct
JD
Joseph Downes
Lead Advisor at Integrity Wealth
Worked as Manager, Wealth
at Laurel Wealth Planning (2013-2018)
Email Direct

Explore More

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Frequently Asked Questions Regarding Laurel Wealth Planning Employees

How many employees does Laurel Wealth Planning have?

Laurel Wealth Planning has 1-10 employees

Who are Laurel Wealth Planning key employees?

Some of Laurel Wealth Planning key employees are Jesse Kuusisto, Maxwell Carlos, Katie Then, Mallory Kretman

Where is Laurel Wealth Planning located?

Laurel Wealth Planning’s headquarters are located at 3300 Edinborough Way Ste 790, Edina, Minnesota, 55435, United States

How do I contact Laurel Wealth Planning?

Laurel Wealth Planning Contact Info: Phone number: (952) 854-6250 Website: www.laurelwealthplanning.com

What does Laurel Wealth Planning do?

Laurel Wealth Planning is a Minneapolis-based firm specializing in personalized wealth management and financial planning services. They offer a comprehensive range of services including investment management, tax planning, retirement planning, and estate planning, tailored to meet the unique needs of their clients. Their target clients include reti... Read More

Is Laurel Wealth Planning a public company?

Laurel Wealth Planning is private company therefore does not currently have an official ticker symbol

See more information about Laurel Wealth Planning Employees