BBB Accredited Business Profile

Wealth Preservation Strategies, LLC

Wealth Preservation Strategies, LLC

(952) 449-5140

Wealth Preservation Strategies, LLC

7 years in business

601 Carlson Pkwy Ste 1050
Minnetonka, MN 55305-5219

BBB File Opened: 3/11/2011
Business Started: 2/24/2009
Business Started Locally: 2/24/2009
Type of Entity
Limited Liability Corporation
Business Management
  • Kerry Kassulker, Owner
Contact Information
  • Principal: Kerry Kassulker, Owner
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Investment Management
  • Estate Planning & Management

Products & Services
We offer retirement planning as well as insurance services.

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  1

A+

Overview

Our practice is dedicated to helping pre-retirees and retirees accumulate, protect, and shield their assets so they don't outlive their income, and leave a secure financial legacy for their heirs.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Wealth Preservation Strategies, LLC

Wealth Preservation Strategies, LLC

BBB ACCREDITED SINCE 4/30/2012

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3