Laurel Wealth Planning

Laura Kuntz is a financial advisor at Laurel Wealth Planning with 12 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. Kuntz serves as Vice President and board member of the Father Wasson Legacy Endowment Fund, Inc. in Chicago. Laurel Wealth Planning is a multi-advisor team managing approximately $395–396 million in client assets. The firm provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a range of strategies including derivatives and option-writing within a disciplined investment committee process.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Katherine Then is a Series 65 credentialed advisor with six years of industry experience. She has been with Laurel Wealth Planning since 2021 and previously worked at Stevens Foster Financial Advisors from 2004 to 2021. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing wealth management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis, quantitative modeling, and an Investment Committee to guide strategy, including the use of derivatives and option-writing strategies in separately managed accounts.

Mallory Kretman is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She works at Laurel Wealth Planning, a team-based firm in Edina, MN, where she has been since 2015. Laurel Wealth Planning is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The six-advisor team manages approximately $453.6 million and provides wealth management, portfolio management, and financial planning services using a combination of fundamental and technical analysis.