Laurel Wealth Planning History
LWP is an independent, boutique firm with nearly 25 years of experience serving clients. Here are some highlights along the journey as we’ve grown to become a team of seven serving more than 140 client groups. Also see our firm recognitions throughout the years.
1999
Laura Kuntz founded Laurel Wealth Planning to give clients objective advice, distinct from a focus on proprietary products. She wanted the freedom to look at the complete financial picture and fit the right tools with the right job.
2000
LWP hired its second employee, a Client Service Associate.
2006
LWP was consistently serving about 50 client groups.
2007
LWP hired a second wealth manager.
2010
Laura was elected to the Board of the Financial Planning Association of Minnesota. She was also asked to help lead the association’s professional education as Director of Programs.
2012
Laura joined the faculty of the Family Law Institute, speaking on financial planning for divorcing individuals.
2014
LWP was consistently serving about 100 client groups.
2019
Mallory Kretman was promoted to wealth manager and became the firm’s second shareholder.
Mallory joined the faculty of the Family Law Institute, speaking on financial planning for divorcing individuals.
2023
LWP is consistently serving about 140 client groups.