fbpx

Laurel Wealth Planning History

LWP is an independent, boutique firm with over 20 years of experience serving clients. Here are some highlights along the journey as we’ve grown to become a team of nine serving more than 120 client groups.

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.

2008

Laura was named to Raymond James’ Executive Council in recognition of her high level of professional performance.

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.

2016

Laura was invited to the Barron’s Top Independent Women Advisors Summit. This invitation-only event brings together top women financial advisors from around the nation to discuss opportunities for our clients in the investment markets and finance and best practices for enhancing client advice and  service.

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.

2020

Anne Ward was hired as a senior wealth manager and became the firm’s third shareholder.

LWP was named a Top 12 Best Wealth Manager and Financial Advisor in 2020 by AdvisoryHQ.

Laura was named one of the year’s Top Women in Finance in Minnesota by Finance & Commerce.

2021

Anne and Laura were named five-star wealth managers by Five Star Professional.

LWP was consistently serving about 120 client groups.

LWP reached its current staffing level of nine people.

Not sure how to choose an Advisor?

 

Get our tips on how to make this important decision.

Thank you.