BBB Accredited Business Profile

Wealth Preservation Strategies, LLC

Wealth Preservation Strategies, LLC

(952) 449-5140

Wealth Preservation Strategies, LLC

9 years in business
601 Carlson Pkwy Ste 1050
Minnetonka, MN 55305-5219
Fax Numbers
  • (952) 449-5101
Additional Email Addresses
BBB File Opened: 03/11/2011
Business Started: 02/24/2009
Business Started Locally: 02/24/2009
Business Incorporated: 02/24/2009 in MN
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Kerry Kassulker, Owner
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Life Insurance
  • Long Term Care Insurance
  • Annuity
  • Investment Advisory Services
  • Investment Security
  • Retirement Planning Services
  • Investment Management
  • Estate Planning and Management

Products & Services
According to information provided by WEalth Preservation Strategies, they offer retirement planning as well as insurance services.
Service Area
We service the following area(s): Twin Cities Metro - 11 County
BBB accredited business



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.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year 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


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