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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

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  • United States Of America
    25

Innovative Planning Group's Leadership

  • Vice President Of Investments at Innovative Planning Group
    J. L.
    Vice President Of Investments
    Mobile Phone
  • Vice President Of Growth And Development at Innovative Planning Group
    K. K.
    Vice President Of Growth And Development
    Mobile Phone
  • Financial Advisor at Innovative Planning Group
    B. D.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Innovative Planning Group
    J. G.
    Financial Advisor
    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
Location
Last Update
  • Vice President Of Investments at Innovative Planning Group
    J. L.
    Vice President Of Investments
    Mobile Phone
    Apr 27, 2026
  • Vice President Of Growth And Development at Innovative Planning Group
    K. K.
    Vice President Of Growth And Development
    Mobile Phone
    Apr 16, 2026
  • Financial Advisor at Innovative Planning Group
    B. D.
    Financial Advisor
    Mobile Phone
    Jun 26, 2026
  • Financial Advisor at Innovative Planning Group
    J. G.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Innovative Planning Group known for?

Minus sign iconPlus sign iconInnovative Planning Group was founded in 2016 and operates in the Financial Services industry. 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 FLast@exeterwealth.com. 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 25 employees as of August 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 August 2026, Innovative Planning Group's key employees include:

  • Vice President Of Investments: J. L.
  • Vice President Of Growth And Development: K. K.
  • Financial Advisor: B. D.
  • Financial Advisor: J. G.

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