LAUREL WEALTH PLANNING
Firm details
- Headquarters
- EDINA, Minnesota
- CRD number
- 122035
- Registered since
- February 10, 2014
- Website
- laurelwealthplanning.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.76%
- Individuals4.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Laurel Wealth Planning is an independent registered investment adviser formed in 2014 and organized as an LLC under individual ownership. The firm focuses on serving individual and family clients through financial planning and discretionary portfolio management (including small business owners), and charges clients on a percentage-of-AUM basis with the option for hourly engagements. The adviser does not present itself as a multi-state or ESG-focused manager and does not operate as a capital allocator to third-party private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents8%
- Other4%
- Exchange Traded Equities2%
Contacts
3 of 6Felix Kopycinski
Associate Wealth ManagerCRD 7566251
Jesse Kuusisto
Wealth ManagerCRD 6874302
LAURA KUNTZ
Senior Wealth ManagerCRD 1303890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$216M in ETFs
84%
$180M
12%
$35.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.7M | 24,646 | 6.82% |
Location
EDINA, MN
HENNEPIN
Location
EDINA, MN
Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 3300 Edinborough Way
- Time zone
- CT (UTC-6)
- Office locations
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