Mallory Amanda Kretman
Investment adviser representative at Laurel Wealth Planning
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$453.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Laurel Wealth PlanningOct 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Laurel Wealth Planning
Legal name: Laurel Wealth Planning LLC
$453.6MAssets managed
177Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5959559
- Firm CRD
- 122035