AdvisorOS Directory
Claim Profile
Unclaimed Profile
MK

Mallory Amanda Kretman

LAUREL WEALTH PLANNING LLC·EDINA, Minnesota
Series 65Clean record10 years registeredLAUREL WEALTH PLANNING LLC
3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 5959559Firm CRD# 122035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mallory Amanda Kretman · EDINA, MN
Registration
CRD #5959559 · LAUREL WEALTH PLANNING LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

LAUREL WEALTH PLANNING
Oct 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 7, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUREL WEALTH PLANNING LLC
CRD 122035 · SEC 801-79116
AUM
$355M
Regulatory assets under management
Employees
7
889 client accounts
Services offered by LAUREL WEALTH PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAUREL WEALTH PLANNING LLC →
Introduction

Speak with Mallory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mallory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mallory Amanda Kretman offer?
Mallory Amanda Kretman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Mallory Amanda Kretman's credentials?
Mallory Amanda Kretman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mallory Amanda Kretman located?
Mallory Amanda Kretman is based in EDINA, Minnesota, working with LAUREL WEALTH PLANNING LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Mallory Amanda Kretman charge for services?
Mallory Amanda Kretman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAUREL WEALTH PLANNING LLC?
LAUREL WEALTH PLANNING LLC has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LAUREL WEALTH PLANNING LLC

Laura Ann Kuntz
EDINA, MN
Anne Michelle Ward
EDINA, MN

More Advisors in EDINA, Minnesota

Ryan John Anderson
FIDUCIARY MANAGEMENT GROUP LTD·EDINA, MN
Timothy Charles Gunderson
TRADITION WEALTH MANAGEMENT LLC·EDINA, MN
CFP
David Anthony Henderson
TTCP MANAGEMENT SERVICES, LLC·EDINA, MN
Brett Thomas Johnson
FIRST LIGHT ASSET MANAGEMENT, LLC·EDINA, MN
CFA
Brian Carroll Beh
FIRST LIGHT ASSET MANAGEMENT, LLC·EDINA, MN
Stephen Donald Peterson
FIDUCIARY MANAGEMENT GROUP LTD·EDINA, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)ST PAUL (34)EDEN PRAIRIE (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)MAPLE GROVE (19)
City Guides
MINNEAPOLIS GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON GuideST PAUL Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile