Advisor at Wealth Planning Group LLC
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Firm
Wealth Planning Group LLC
Location
Minnetonka, MN 55343
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Michelle Leisen is a CERTIFIED FINANCIAL PLANNER™ at Wealth Planning Group LLC in Minnetonka, MN, with 15 years of industry experience. She has been with Wealth Planning Group since 2015. In addition to her advisory role, she is a principal at Divorce Smart LLC, a Certified Divorce Financial Analyst business assisting clients through the divorce process. Wealth Planning Group LLC provides discretionary asset management and financial planning primarily for individual clients and retirement accounts. The firm uses fundamental analysis and a variety of market sources to guide investment decisions and offers services including portfolio management, retirement and education planning, and management of variable annuity and life contracts.
Based on Wealth Planning Group LLC
1.25% annually (maximum, negotiable)
12800 Whitewater Drive, Suite 100
Minnetonka, MN 55343
Minnesota
Wealth Planning Group LLC
2015 - Present (11 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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