A complete list of active advisors currently associated with Laurel Wealth Planning

Warmer can help you find a great advisor at Laurel Wealth Planning or one who fits your needs even better.

Laurel Wealth Planning is a fee‑only advisory firm that serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The six‑adviser team manages approximately $453.6 million for roughly 177 clients and offers ongoing wealth management, discretionary and non‑discretionary portfolio management, and standalone or hourly financial planning engagements. The firm combines fundamental and technical analysis and documents client goals in individualized investment policies overseen by an Investment Committee that meets periodically. Portfolios may include individual equities, bonds, mutual funds, ETFs, and externally managed strategies, and the firm discloses use of option writing, spreading strategies, margin transactions and other derivative techniques as part of its investment toolset. Compared with many peers, Laurel discloses marketing practices that include use of client testimonials and promotion of third‑party ratings, and it participates in custodial institutional programs that provide the adviser with research, trading and practice‑management benefits. The firm also notes a long operating history and in‑house credentials (including CPA/PFS and multiple CFP professionals), offers wrap fee program participation, and may delegate portions of asset management to third‑party managers.

To learn more about the advisors currently working at Laurel Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Maxwell Carlos	Edina, MN	4
Felix Kopycinski	Edina, MN	2
Mallory Kretman	Edina, MN	11
Laura Kuntz	Edina, MN	12
Jesse Kuusisto	Edina, MN	8
Katherine Then	Edina, MN	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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