Nearly 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 16th annual Upper Midwest fundraiser.
Blog posts by Laurel Wealth Planning
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
More than 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 15th annual Upper Midwest fundraiser.
Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
Congratulations to Laura Kuntz for being named one of this year’s Top Women in Finance in Minnesota. We believe the honor is well-deserved given Laura’s commitment to her clients and to other women in finance.
When finding the right financial advisor for you, consider asking these 10 questions.
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
Laurel Wealth Planning (LWP) is proud to announce and welcome Anne M. Ward, CFP®, AIF®, MPAS®, CRPC® as the team’s new Senior Wealth Manager and Shareholder.