Mallory Kretman has been Secretary and Chief Compliance Officer of Laurel Wealth Planning since May 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Mallory Kretman holds a Bachelor's degree from the University of Wisconsin-La Crosse.
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.
Mallory Kretman is Senior Wealth Manager and Shareholder of Laurel Wealth Planning. She leads the firm's financial planning strategies. She joined the firm in 2011 in client service and became a shareholder in 2019.
- Laurel Wealth PlanningCurrent– present · 11 yearsEdina, MN · Adviser representative · Firm CRD 122035
Professional designations
Listed by Laurel Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mallory Kretman is registered as an investment adviser representative in 2 states. The first approvals date from October 2015; the most recent is Texas, in March 2026.
- MinnesotaSince 7 October 2015
- TexasSince 19 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mallory Amanda Kretman
- CRD
- 5959559
- Firm
- Laurel Wealth Planning · CRD 122035
- Role
- Secretary and Chief Compliance Officer
- Office
- 3300 EDINBOROUGH WAY, SUITE 790, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laurelwealthplanning.com
Where does Mallory Kretman work?
Mallory Kretman has been Secretary and Chief Compliance Officer of Laurel Wealth Planning LLC since May 2025.
Is Mallory Kretman a financial advisor?
Yes. Mallory Kretman has a current investment-adviser registration in Minnesota and Texas, through Laurel Wealth Planning since October 2015.
How many years of experience does Mallory Kretman have?
Mallory Kretman has 11 years in the financial industry, since October 2015, across 1 adviser firm.
What exams has Mallory Kretman passed?
Mallory Kretman passed the Series 65 in October 2015.
Where is Mallory Kretman based?
Mallory Kretman’s registered office is in Edina, MN.
Is Mallory Kretman registered with FINRA?
No. Mallory Kretman has no current broker registration.
Is Mallory Kretman a CFP?
Laurel Wealth Planning lists Mallory Kretman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mallory Kretman, CFP® biography, laurelwealthplanning.com
How can I verify Mallory Kretman’s record?
Search CRD 5959559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mallory Kretman’s full registration record.