Laura Kuntz has been President/CEO & Administrative Officer of Laurel Wealth Planning since January 2025, is a control person of the firm and directly owns 75% or more of it.
Laurel Wealth Planning LLC is an Edina, MN firm with $454M under management, 177 clients and 6 advisers in one office, as of its May 2026 filing.
Laura Kuntz is Senior Wealth Manager and Founder of Laurel Wealth Planning. She started the firm in 1998. Earlier she was a financial planning director, manager and counselor at Ameriprise Financial Services from 1988 to 1998, and a financial planning analyst at Arthur Andersen & Co. from 1986 to 1988.
- Laurel Wealth PlanningCurrent– present · 12 yearsEdina, MN · Adviser representative · Firm CRD 122035
Professional designations
Listed by Laurel Wealth Planning
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Laura Kuntz is registered as an investment adviser representative in Minnesota, since November 2013.
- MinnesotaSince 19 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 30 May 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 1992 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 1992 |
| Series 7 | General Securities Representative Examination | 13 December 1991 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Ann Kuntz
- CRD
- 1303890
- Firm
- Laurel Wealth Planning · CRD 122035
- Role
- President/CEO & Administrative Officer
- Office
- 3300 EDINBOROUGH WAY, SUITE 790, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laurelwealthplanning.com
Where does Laura Kuntz work?
Laura Kuntz has been President/CEO & Administrative Officer of Laurel Wealth Planning LLC since January 2025, and is a control person of the firm.
Is Laura Kuntz a financial advisor?
Yes. Laura Kuntz has a current investment-adviser registration in Minnesota, through Laurel Wealth Planning since November 2013.
How many years of experience does Laura Kuntz have?
Laura Kuntz has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Laura Kuntz passed?
Laura Kuntz has passed 4 licensing exams: the Series 7, Series 65, Series 63 and Series 24. The earliest, the Series 7, was passed in December 1991.
Where is Laura Kuntz based?
Laura Kuntz’s registered office is in Edina, MN.
Is Laura Kuntz registered with FINRA?
No. Laura Kuntz has no current broker registration.
How can I verify Laura Kuntz’s record?
Search CRD 1303890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Kuntz’s full registration record.