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Mallory Amanda Kretman

Secretary And Chief Compliance OfficerLaurel Wealth Planning LLCCRD 5959559

About Mallory Amanda Kretman

Mallory Amanda Kretman is listed as Secretary And Chief Compliance Officer at Laurel Wealth Planning LLC in Edina, MN. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Laurel Wealth Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mallory Amanda Kretman work?

Mallory Amanda Kretman is listed as Secretary And Chief Compliance Officer at Laurel Wealth Planning LLC on SEC Form ADV.

How much of Laurel Wealth Planning LLC does Mallory Amanda Kretman own?

Form ADV reports a beneficial ownership band of 5-10%.

Laurel Wealth Planning LLC

TitleSecretary And Chief Compliance Officer
Ownership5-10%
Control personNo
Since2025
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