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Mallory Amanda Kretman

LAUREL WEALTH PLANNING LLC·EDINA, Minnesota
Unclaimed Profile
3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 5959559Firm CRD# 122035
01

About

Mallory Amanda Kretman is a registered financial advisor based in EDINA, Minnesota, affiliated with LAUREL WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAUREL WEALTH PLANNING LLC
LAUREL WEALTH PLANNING
AUM
$355M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAUREL WEALTH PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5959559
Firm CRD# 122035
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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