Innovative Planning Group Employee Directory

Q: What is Innovative Planning Group known for?

Innovative Planning Group was founded in 2016. Innovative Planning Group operates in the Financial Services industry.

Q: How many employees does Innovative Planning Group have currently?

Innovative Planning Group has approximately 23 employees.

Financial ServicesMinnesota, United States11-50 Employees

Welcome to IPG! We pride ourselves on providing a unique long-term perspective and refined process that most firms cannot match without minimums. We believe in helping clients through their current life stages but are truly here to serve clients for generations. 

What does Innovative Planning mean? Our strategy is to eliminate the "one size fits all" type plan by being tailored to you and only you. We will surround you with our holistic team of Advisors, Planners, and CPAs who will assist in coordinating all the moving pieces in your life and provide support whenever you need it. 

Want to learn more? Visit our website to schedule a time to connect. Or just follow along - we’re happy to have you here either way.

Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial.

For a list of states in which we are registered to do business, please visit www.innovativeplanning.com

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Innovative Planning Group employees' phone numbers or email addresses

Innovative Planning Group Global Highlights

North America
25

United States Of America
25

Innovative Planning Group's Leadership

J. L.
Chief Investment Officer
Mobile Phone
Email
K. K.
Vice President Of Growth And Development
Mobile Phone
Email
M. L.
President And Financial Advisor
Mobile Phone
Email
N. S.
Director Of Operations
Mobile Phone
Email
A. B.
Financial Advisor
Mobile Phone
Email
A. S.
Wealth Management Advisor
Mobile Phone
Email
B. D.
Financial Advisor
Mobile Phone
Email
C. S.
Financial Advisor
Mobile Phone
Email

Innovative Planning Group Employee Metrics

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50%

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2026

2025

Banking
Entrepreneurship
Accounting
Administrative
Analytics
Other

Contact profiles from Innovative Planning Group

Name

Title

Contact Info

Location

Last Update

J. G. C.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Feb 05, 2026
J. W.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Feb 05, 2026
S. H.
Wealth Management Advisor
Mobile Phone
Email
United StatesMinnesota
Feb 05, 2026
D. H.
Client Service Associate
Mobile Phone
Email
United StatesMinnesota
Feb 05, 2026
N. A.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Feb 05, 2026
J. G.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Innovative Planning Group known for?

Innovative 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 55125 United States. Explore Innovative Planning Group's company overview page for more information.

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

Innovative 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?

Innovative Planning Group has approximately 23 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Chief Investment Officer: 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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