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Innovative Planning Group Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Innovative Planning Group is a financial services firm based in Woodbury, Minnesota. It provides personalized financial planning and advisory services through a holistic team of advisors, planners, and CPAs who coordinate the various pieces of a client’s financial life and tailor strategies to individual circumstances rather than offering a one-size-fits-all approach. Securities are offered through LPL Financial, and investment advice is delivered by Great Valley Advisor Group, with IPG operating as a separate entity from these partners.

The firm emphasizes a long-term, generations-spanning relationship with clients, supporting them through different life stages. In May 2023, IPG expanded its advisory footprint by acquiring Bridge Investment Group.

Find Innovative Planning Group employees' phone numbers or email addresses

Innovative Planning Group Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

Innovative Planning Group's Leadership

  • Stylized image of a person
    J. L.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Vice President Of Growth And Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    President And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Financial Advisor
    Phone icon
    Mobile Phone

Innovative Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Innovative Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    President And Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 16, 2026
  • Stylized image of a person
    J. L.
    Vice President Of Investments
    Phone icon
    Mobile Phone
    Apr 27, 2026
  • Stylized image of a person
    K. K.
    Vice President Of Growth And Development
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    N. S.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 29, 2026
  • Stylized image of a person
    A. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 02, 2026
  • Stylized image of a person
    A. S.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 01, 2026
  • Stylized image of a person
    B. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    C. S.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 16, 2026
  • Stylized image of a person
    D. H.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 27, 2026
  • Stylized image of a person
    E. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    May 30, 2026

Frequently Asked Questions

What is Innovative Planning Group known for?

Minus sign iconPlus sign iconInnovative Planning Group was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 710 Commerce Drive Suite 150 Woodbury, Minnesota United States. Explore Innovative Planning Group's company overview page for more information.

What is Innovative Planning Group's most common email format?

Minus sign iconPlus sign iconInnovative Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovative Planning Group email formats with LeadIQ.

How many employees does Innovative Planning Group have currently?

Minus sign iconPlus sign iconInnovative Planning Group has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Innovative Planning Group's key employees and leadership?

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As of June 2026, Innovative Planning Group's key employees include:

  • Vice President Of Investments: J. L.
  • Vice President Of Growth And Development: K. K.
  • President And Financial Advisor: M. L.
  • Director Of Operations: N. S.
  • Financial Advisor: A. B.

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