Innovative Planning Group Management Team
Contact top employees from
Innovative Planning Group
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Innovative Planning Group employees and management.
| Innovative Planning Group Website | innovativeplanning.com |
| Phone Number | 651-219-4491 |
| Industries | |
| Innovative Planning Group Headquarters Address | 710 Commerce Drive, Woodbury, MN, 55125 US |
| Company Size | 10-50 employees |
| Specialities & Services | Retirement Income Planning, Employee Benefits, Family Office , Tax Preparation & Consulting, Charitable Giving Strategies, Investment Planning, Financial Planning, Risk Management Strategies |
| Founded | 2016 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-01 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Innovative Planning Group's workforce includes employees across a wide range of tenure levels.
17% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years50% have been with the company for 8 to 10 yearsContact top employees from
Innovative Planning Group
Matt MillerVice President of Operations
Alexis PerronFinancial Advisor
Katie KrollChief Growth and Development Officer
Hanna Rask ChFC® Wealth Management AdvisorWealth Management Advisor
Justin LarsonChief Investment Officer
Chris SwansonFinancial Advisor
Jodi Gibson CRPC®Financial Advisor
Jordan WoldFinancial Advisor
Nolan SchoonveldDirector of Operations
Aaron BrandtFinancial Advisor
Ellie WelshFinancial Advisor
Seth HansvickWealth Management Advisor
Bill DeMarFinancial Advisor
Kaylee McClellanFinancial Advisor
Josie JohnsonClient Services Associate
Trevor WasbottenDirector of Financial Planning
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Innovative Planning Group Corporate Information: FAQ
Innovative Planning Group operates in the Finance industries. More details can be found on the official website: innovativeplanning.com.
Innovative Planning Group has offices located in Woodbury, US.
The headquarters of Innovative Planning Group are located in Woodbury, United States.
You can contact Innovative Planning Group by phone at 651-219-4491.
Innovative Planning Group currently employs 10-50 people.
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