Innovative Planning Group

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  • RIA Only
  • Hybrid

Innovative Planning Group

10900 Wayzata Blvd, Suite #270
Minnetonka, MN 55305
Phone: (651) 219-4491
Website: https://innovativeplanning.com/

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.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering
  3. Succession Planning
  4. Sell & Stay

An advisor with the following background:
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.

  • An advisor located within 1 to 100 miles from our office location.
  • An advisor with $10 to $250 assets under management.
  • We are open to expansion into the following regions:
    Minneapolis (Twin Cities)
    Western Wisconsin
We focus on
  • 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
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If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630