Innovative Planning Group Email Formats

Financial Services • Woodbury, Minnesota, United States • 21-50 Employees

Innovative Planning Group Email Formats

Innovative Planning Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@innovativeplanning.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@innovativeplanning.com	83.3%
{last name}{last name}	doedoe@innovativeplanning.com	12.5%
{first name}{last name}	johndoe@innovativeplanning.com	4.2%

Key Contacts at Innovative Planning Group

Nolan Schoonveld

Director Of Operations

Trevor Wasbotten

Director Of Financial Planning

Kristina Caspari

Financial Director

Company overview

Headquarters	710 Commerce Drive, Suite 150, Woodbury, MN 55125, US
Phone number	+17153865588
Website	innovativeplanning.com
NAICS	52
Keywords	Investment Planning, Employee Benefits, Family Office, Financial Planning, Retirement Income Planning, Risk Management Strategies, Charitable Giving Strategies, Tax Preparation & Consulting
Founded	2016
Employees	21-50
Socials

About Innovative Planning Group

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Innovative Planning Group has 14 employees across 3 departments.

Departments

Number of employees

Funding Data

Innovative Planning Group has never raised funding before.

Innovative Planning Group Tech Stack

Discover the technologies and tools that power Innovative Planning Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

crypto-js

JavaScript libraries

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

cdnjs

CDN

Google Font API

Font scripts

Express

Web frameworks

Frequently asked questions

Innovative Planning Group is located in Woodbury, Minnesota, US.

You can reach Innovative Planning Group at +17153865588.

Innovative Planning Group was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Innovative Planning Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.