WEALTH PLANNING GROUP LLC
Firm details
- Headquarters
- MINNETONKA, Minnesota
- CRD number
- 281902
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Planning Group LLC is an independent registered investment adviser organized as an LLC with an individual owner. The firm works primarily with individual and family clients, offering financial planning and portfolio management geared toward individuals and small businesses. Its stated fee model is a percentage of assets under management, and it lists activities consistent with selling other financial products in addition to advisory work. The firm does not identify itself as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator in the provided materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1MICHELLE LEISEN
Registered Investment AdvisorCRD 3114348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNETONKA, MN
HENNEPIN
Location
MINNETONKA, MN
Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 12800 Whitewater Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MONEY MATTERS
RIAMINNETONKA, MN
FIDERE ADVISORS
RIAMINNETONKA, MN
SYMMETRIC ADVISORS INC
RIAMINNETONKA, MN
ADAMS-HANSEN & ASSOCIATES
RIAMINNETONKA, MN
REGAN INVESTMENTS, INC.
RIAMINNETONKA, MN
LUNDEEN ABRAMS ADVISORS, LLC
RIAMINNETONKA, MN