At Laurel Wealth Planning, we believe in celebrating the accomplishments of our exceptional team members who continually go above and beyond for our clients and community. Today, we proudly highlight Mallory Kretman’s recent recognition, a testament to her dedication, leadership, and impact in the wealth management field.
An Inspirational Leader in Financial Planning
Mallory Kretman, a Senior Wealth Manager and Shareholder at Laurel Wealth Planning, has always stood out for her unwavering commitment to her clients. Over the years, her deep knowledge, expertise, and compassionate approach have made her an invaluable member of our team. Mallory’s ability to guide clients through complex financial matters with clarity and empathy has earned her the trust and admiration of those she serves.
Her recent recognition further underscores her expertise, highlighting her as a leader not only within our firm but in the wider financial planning community. This achievement is especially meaningful given Mallory’s focus on helping clients navigate key life transitions, from retirement planning to estate management, all while prioritizing their long-term financial success.
Awards and Recognition Reflect Hard Work and Dedication
Receiving accolades in the financial planning industry is no easy feat, especially in a competitive and ever-evolving field. Mallory’s recent honors reflect the hard work she puts into each relationship and the dedication she has toward improving the financial well-being of her clients. Her accomplishments are not just about personal growth but also reflect the impact she’s made on those she works with.
InvestmentNews recognized Mallory Kretman as one of its 2025 100M Club Top Female Advisors. This award honors female advisors who are breaking barriers in the financial services industry while guiding clients with excellence. The award highlights women advisors across the country who have reached significant milestones in their practice, including at least $100 million in assets under management. InvestmentNews selected honorees based on both quantitative factors and qualitative contributions to the profession, with the final list determined based on each advisor’s overall AUM between January 1 and December 31, 2024. Advisors do not pay a fee to be considered or to win. The 2025 awards were announced on September 9, 2025.(Full list available on the InvestmentNews website.)
Finance & Commerce named Mallory Kretman one of its Top Women in Finance for 2025. This award recognizes Minnesota women who have made a significant impact in their profession and community through leadership, achievement, and mentorship. Honorees are selected by an expert panel of judges and Finance & Commerce leadership. Mallory and her fellow honorees were celebrated at an awards event on Nov. 13, 2025, in Minneapolis and profiled in a special Finance & Commerce publication. The 2025 list was published on September 18, 2025. This award was based on the career of individuals who were nominated, as well as specifically what was accomplished in the past 12 months. (Learn more about the award here.) A $100 fee was paid for Mallory’s nomination to be considered for this award.
Mallory’s recognition also speaks to the culture of excellence at Laurel Wealth Planning. As a firm, we are committed to providing high-quality, personalized financial services, and Mallory’s success is a reflection of that collective effort. From comprehensive financial planning to meticulous attention to each client’s needs, she continually strives for excellence in everything she does.
A Commitment to Client-Centered Financial Planning
What sets Mallory apart is her ability to tailor strategies that align with her clients’ individual goals, particularly for those undergoing major life transitions. Whether assisting clients navigating divorce, managing inheritance, or simply planning for their future, Mallory’s expertise and thoughtfulness shine through in every plan she creates.
At Laurel Wealth Planning, we understand that wealth management is primarily about people. Mallory’s approach is deeply rooted in relationships, and her dedication to ensuring that her clients feel heard and valued is at the heart of her success. The recognition she’s received highlights her exceptional ability to combine her technical skills with an empathetic approach, ensuring her clients not only achieve financial security but also feel supported throughout their financial journeys.
A Role Model for the Next Generation of Financial Planners
As a female leader in the wealth management industry, Mallory’s achievements inspire others to strive for greatness. She serves as a role model for young professionals entering the field, demonstrating that success comes from a blend of expertise, hard work, and genuine care for others. Her passion for helping people navigate their financial futures with confidence is contagious, and her leadership continues to shape the future of Laurel Wealth Planning.
Celebrating Success Together
At Laurel Wealth Planning, we are proud to celebrate Mallory’s achievements, knowing they are a reflection of the values we hold dear as a firm: integrity, trust, and unwavering commitment to our clients. This recognition serves as a reminder of the extraordinary people who make our firm great and the positive impact we have on the lives of our clients.
We look forward to many more milestones and successes for Mallory and the entire team at Laurel Wealth Planning, and we are honored to be part of your financial journey.
Interested in learning more about how we can help you achieve your financial goals?
To schedule a complimentary consultation and start building the future you’ve always wanted, email laurel.wealthplanning@laurelwealthplanning.com or call (952) 854-6250. Find out if the Laurel Wealth Planning team is the right financial advisor for you based on your wants and needs.
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