LAUREL WEALTH PLANNING LLC of EDINA, MN is an SEC-registered investment adviser (CRD 122035). Regulatory assets under management: $453.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Laura Ann Kuntz | PRESIDENT/CEO & ADMINISTRATIVE OFFICER; PRESIDENT/CEO, ADMINISTRATIVE OFFICER & CCO | — |
| Mallory Amanda Kretman | SECRETARY; SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| KUNTZ TRACY ANN | MANAGING MEMBER; MANAGING MEMBER AND CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| WARD ANNE MICHELLE | MANAGING MEMBER; MANAGING MEMBER AND CCO; MEMBER | — |
| Kretman MALLORY AMANDA | MANAGING MEMBER; MEMBER | — |