Innovative Planning Group Management Team
Contact top employees from
Innovative Planning Group
Summary
Welcome to IPG! We pride ourselves on providing a unique long-term perspective and refined process that most firms cannot match without minimums. We believe in helping clients through their current li...Show more
Organization Website | innovativeplanning.com |
Phone Number | 651-219-4491 |
Industries | |
Headquarters Location | 710 Commerce Drive, Woodbury, MN, 55125 US |
Employees Size | 10-50 employees |
Specialties | Retirement Income Planning, Employee Benefits, Family Office , Tax Preparation & Consulting, Charitable Giving Strategies, Investment Planning, Financial Planning, Risk Management Strategies |
Founded | 2016 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Innovative Planning Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years25% for 3–4 years8% for 5–7 years42% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Innovative Planning Group
Katie Kroll
Vice President of Growth and Development
David Hawley
Client Service Associate
Trevor Wasbotten
Director of Financial Planning
Jacob Ring
Trader
Hanna Rask ChFC® Wealth Management Advisor
Wealth Management Advisor
Justin Larson
Chief Investment Officer
Chris Swanson
Financial Advisor
Jodi Gibson CRPC®
Financial Advisor
Jordan Wold
Financial Advisor
Nolan Schoonveld
Director of Operations
Aaron Brandt
Financial Advisor
Andrea Schrieffer
Wealth Management Advisor
Matthew Hoel
Tax Specialist
Nicole Andrews
Financial Advisor
Ellie Welsh
Financial Advisor
Bill DeMar
Financial Advisor
Kaylee McClellan
Financial Advisor
Josie Johnson
Client Services Associate
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FAQ
Innovative Planning Group operates in the Finance industries. More details can be found on the official website: innovativeplanning.com.
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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