Morgan Planning Group, LLC logo

Morgan Planning Group, LLC Employee Directory

InsuranceMinnesota, United States2-10 Employees

Morgan Planning Group, LLC operates in the insurance sector, focusing on financial and estate planning guidance for business owners. The firm is based in Burnsville, Minnesota, and maintains a small team. Leadership emphasizes building personal, long-term relationships with clients. Scott oversees the design of employee benefit plans while the staff handles the detailed administration. Its services include group employee benefits such as health, life, vision, disability, dental, and ancillary coverage, along with administration and COBRA implementation. Its client base consists of other business owners seeking integrated benefits within their broader financial planning efforts.

Find Morgan Planning Group, LLC employees' phone numbers or email addresses

Morgan Planning Group, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Morgan Planning Group, LLC's Leadership

  • Stylized image of a person
    M. B.
    Partner
  • Stylized image of a person
    M. L.
    Account Manager
  • Stylized image of a person
    T. C.
    Office Manager
  • Stylized image of a person
    G. K.
    Enrollment Specialist

Morgan Planning Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Morgan Planning Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. B.
    Partner
    May 13, 2026
  • Stylized image of a person
    M. L.
    Account Manager
    Oct 23, 2024
  • Stylized image of a person
    T. C.
    Office Manager
    Oct 22, 2024
  • Stylized image of a person
    G. K.
    Enrollment Specialist
    Oct 16, 2024

Frequently Asked Questions

What is Morgan Planning Group, LLC known for?

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Morgan Planning Group, LLC was founded in 1984 operates in the Insurance industry; you can contact the main corporate office by phone at . Explore Morgan Planning Group, LLC's company overview page for more information.

What is Morgan Planning Group, LLC's most common email format?

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Morgan Planning Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Morgan Planning Group, LLC email formats with LeadIQ.

How many employees does Morgan Planning Group, LLC have currently?

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Morgan Planning Group, LLC has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Morgan Planning Group, LLC's key employees and leadership?

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As of July 2026, Morgan Planning Group, LLC's key employees include:

  • Partner: M. B.
  • Account Manager: M. L.
  • Office Manager: T. C.
  • Enrollment Specialist: G. K.

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