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
| Title | Secretary And Chief Compliance Officer |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |