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Mallory Amanda Kretman

Laurel Wealth Planning

Edina, MN

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Current Employers
Laurel Wealth Planning

3300 Edinborough Way Suite 790, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-19
MN RA APPROVED 2015-10-07
  • TX RA
    APPROVED
    Since 2026-03-19
  • MN RA
    APPROVED
    Since 2015-10-07

Branch Locations

3300 Edinborough Way Suite 790, Edina, MN 55435 • 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
OrganizationCityStateFromTo
Laurel Wealth Planning Edina MN 10/2015 05/2025
Laurel Wealth Planning Edina MN 05/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-07
  • S65 Uniform Investment Adviser Law Examination
    2015-10-07
Designations
Other Names
  • Mallory Heesch
  • Mallory Amanda Smith

View on SEC IAPD

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