LAUREL WEALTH PLANNING LLC

Legal name: LAUREL WEALTH PLANNING

CRD #122035 SEC #801-79116 EDINA, MN 952-854-6250

SEC Registered

Total AUM

$395.6M

Discretionary

$391M

Employees

Clients

101

Accounts

941

Firm Details

Organization Type: Limited Liability Company
State of Formation: Minnesota
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 3, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	SOLE MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER AND CCO	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER	E	Control
KUNTZ, LAURA, ANN	I	MEMBER AND CCO	E	Control
KUNTZ, LAURA, ANN	I	MANAGING MEMBER AND CCO	E	Control
KUNTZ, LAURA, ANN	I	MEMBER AND CCO	E	Control
KUNTZ, LAURA, ANN	I	MEMBER AND CCO	E	Control
KUNTZ, LAURA, ANN	I	PRESIDENT/CEO, ADMINISTRATIVE OFFICER & CCO	E	Control
KUNTZ, LAURA, ANN	I	PRESIDENT/CEO & ADMINISTRATIVE OFFICER	E	Control
KUNTZ, LAURA, ANN	I	PRESIDENT/CEO & ADMINISTRATIVE OFFICER	E	Control
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MANAGING MEMBER	B
WARD, ANNE, MICHELLE	I	MEMBER	B	Control
WARD, ANNE, MICHELLE	I	MANAGING MEMBER AND CCO	B	Control
WARD, ANNE, MICHELLE	I	MEMBER	B
WARD, ANNE, MICHELLE	I	MEMBER	B	Control
WARD, ANNE, MICHELLE	I	MEMBER	B
WARD, ANNE, MICHELLE	I	MEMBER	B
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MANAGING MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	MEMBER	A
Kretman, MALLORY, AMANDA	I	SECRETARY	A
Kretman, MALLORY, AMANDA	I	SECRETARY AND CHIEF COMPLIANCE OFFICER	A
Kretman, MALLORY, AMANDA	I	SECRETARY AND CHIEF COMPLIANCE OFFICER	A

Registrations

Federal

Oct 3, 2025 REGISTERED

Notice Filings (3)

CA MN WI

Address

3300 EDINBOROUGH WAY
SUITE 790
EDINA, MN 55435
United States

Phone: 952-854-6250