Michelle Myra Leisen

Employer firm

Wealth Planning Group LLC CRD 281902

$38.7M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth Planning Group Llc

12800 Whitewater Drive Suite 100, Minnetonka, MN 55343 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2015-11-25

MN RA
APPROVED

Since 2015-11-25

Branch Locations

12800 Whitewater Drive Suite 100, Minnetonka, MN 55343 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth Planning Group Llc	Eden Prairie	MN	10/2015	Present

10/2015 → Present

Wealth Planning Group Llc

Eden Prairie, MN

Previous Registrations

2013-12-17 → 2015-10-23

Strategic Advisers Llc

Edina, MN
2006-04-03 → 2009-06-26

Strategic Advisers Llc

Covington, KY

Other Businesses

Principal; Divorce Smart LLC; Investment Related: No; 12800 Whitewater Drive Suite 100 Minnetonka MN 55343 United States; Certified Divorce Financial Analyst business;Responsibilities Duties: Helping clients through the divorce process; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-03-31
S63	Uniform Securities Agent State Law Examination	1998-11-06

S65 Uniform Investment Adviser Law Examination

2006-03-31
S63 Uniform Securities Agent State Law Examination

1998-11-06

Designations

Certified Financial Planner

Other Names

Michelle Myra Leisen
Michelle Myra Hedtke

View on SEC IAPD