Top wealth manager awards for Laurel Wealth Planning
As fiduciary advisors, Laurel Wealth Planning values transparency and trust. So, we don’t want you to just take our word for it that our financial advice is top quality.
Four independent organizations have given Laurel Wealth Planning or its advisors high ratings as wealth managers.
“We are honored to be recognized for the care we give our clients and the standards we hold ourselves to. There is nothing more important to us than helping our clients meet their financial goals.”
— Laura Kuntz, Senior Wealth Manager and Shareholder
Top 12 Best Wealth Manager and Financial Advisor
AdvisoryHQ named Laurel Wealth Planning a Top 12 Best Wealth Manager and Financial Advisor in its 2020-2021 ranking. Two key factors for this best wealth manager ranking were a specialty in serving women decision-makers and placing quality first.
“For women going through a transition, Laurel Wealth Planning is a firm that is focused on this niche,” noted AdvisoryHQ. “Their advisors work to create long-term relationships that can be a welcome calm in the midst of changing life events for their clients. With an exceptional commitment to giving quality service and advice and a laser-focus on the needs of women in multiple stages of life, Laurel Wealth Planning is awarded 5-stars as one of the top financial advisors in Minnesota.”
The 2020-2021 ranking was published on Dec. 15, 2020. AdvisoryHQ analyzed information that was publicly available the first week of December 2020 on the Uniform Application for Investment Adviser Registration and Report (ADV) and Laurel Wealth Planning’s website for their review.
AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top-ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. Visit AdvisoryHQ’s Selection and Ranking Methodologies to learn more.
Five Star Wealth Manager
Five Star Professional recognized Laura Kuntz as a 2024 Five Star Wealth Manager Award Winner. This is Laura’s 7th time winning this annual award.
Awards were issued Dec. 1, 2023, and a list of winners appears in the January 2024 issue of Mpls.St.Paul Magazine.
Wealth managers do not pay a fee to be considered or to win. The award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective evaluation criteria.
Founded in 2003, Five Star award is the largest program of its kind in North America. It conducts market research to recognize wealth management professionals who show a commitment to clients and strong industry credentials.
Five Star Professional evaluated 4,280 Twin Cities wealth managers for the time period 3/13/23 through 9/29/23 and awarded 15% of them.
Best Financial Advisors in Minneapolis
Expertise.com has included Laurel Wealth Planning on its list of best financial advisors in Minneapolis for 2024.
Expertise.com, established in 2016, identifies the top service professionals in more than 200 industries. The researchers start by identifying a broad pool of active providers within a given business category and geographical area. They then grade each provider on reputation, credibility, experience, availability, and professionalism, analyzing publicly available data.
Top providers to be included on the list are selected based on their overall score and are displayed alphabetically on the website. Wealth managers do not pay a fee to be considered for or added to the list.
Laurel Wealth Planning joined the list Dec. 16, 2021, and has passed frequent reviews to remain on the list. The latest update to the list was Jan. 19, 2024.
Expertise.com considers the entire history of a business for guidance and to catch any disqualifying negative criteria, such as suspensions or fines, although their research primarily focuses on the three years prior to the list date. Therefore, the 2024 list focused on data from 2020 to 2023.
Top Women in Finance
Senior Wealth Manager Laura Kuntz was one of the 2020 Top Women in Finance in Minnesota, named by the business newspaper Finance & Commerce as a woman who makes an impact in her profession and community.
Women did not pay a fee to be considered or to win, and an expert panel of judges representing banking and business reviewed applications in September 2020. The awards were announced at an event Nov. 19, 2020, in Minneapolis.
She is also a member of the Goddesses of Financial Planning, a group of women financial advisory firm owners. The group supports each other by sharing strategic advice and best practices. They celebrated their 25th anniversary by donating $25,000 to the Certified Financial Planner Board of Standard’s Center for Financial Planning. The center works to increase diversity in the industry, which is only 23% women.
Laura took a chance in 1998 that people wanted objective, personalized advice from someone who considers the complete financial picture. More than 20 years later, she is still committed to putting clients’ interests first at all times. Her commitment to clients is embodied in Laurel Wealth Planning’s values, such as “go the extra mile.”