As Tom Kuntz retires from LWP, we interviewed Tom and Laura about working closely together as a married couple.
Blog posts by Laurel Wealth Planning
Thank you for another successful NPH 5K
Nearly 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 16th annual Upper Midwest fundraiser.
Katie Then to lead LWP Client Service
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
LWP hires Natalie Nelson as Client Service Associate
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
Jesse Kuusisto promoted to wealth manager
Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
Top Women in Finance list includes Laura Kuntz
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.
Questions to ask a wealth manager
When finding the right financial advisor for you, consider asking these 10 questions.
Group donation promotes financial planning industry diversity
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.
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.