Innovative Planning Group

  • RIA Only
  • Hybrid

Innovative Planning Group

10900 Wayzata Blvd, Suite #270
Minnetonka, MN 55305
Phone: (651) 219-4491

Locations:
  • Minnetonka, MN
  • Amery, WI
  • Hudson, WI
  • Woodbury, MN
  • Knoxville, TN
Website(s):
Total Office Members: 7
Total Advisors: 8
Description:

Innovative Planning Group has 4 corporate locations through MN and WI. Their team of fiduciaries, as well as their independent platform, allows them to provide financial planning and wealth management services for individuals, families, and businesses. IPG is looking for advisors who seek a truly tailored experience after breaking away from their current situation. When you plug into IPG, we are your staff, and handle all logistics on your behalf so you can continue to grow your business. We are not consultants or “a resource”, we are one team

Open to expansion in the following regions: Minneapolis (Twin Cities), Western Wisconsin

Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: Salesforce
  • Financial Planning: eMoney
  • Trading Platform: Orion & Enhanced Trading
  • Performance Reporting: Orion & Clientworks
  • Client Portal: Accountview and eMoney
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us