LAUREL WEALTH PLANNING LLC

LAUREL WEALTH PLANNING

EDINA, Minnesota·3 registered advisors·CRD# 122035

SEC# 801-791160952-854-6250

01

Firm Overview

AUM

$355M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LAUREL WEALTH PLANNING LLC

3 registered advisors

Anne Michelle Ward

EDINA, Minnesota

Laura Ann Kuntz

EDINA, Minnesota

Mallory Amanda Kretman

EDINA, Minnesota

05

Office Locations

EDINA, Minnesota

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Data sourced from SEC Form ADV filings. LAUREL WEALTH PLANNING LLC (CRD# 122035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.