Kure Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$257,959,946
Clients
397
Advisors
6
of 6 employees
About
Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates and business entities, and reports approximately $258.9 million in assets under management. The firm offers a broad set of planning services — including retirement, tax, estate, cash flow and insurance planning — alongside portfolio management and access to Independent Managers.
The firm generally manages client accounts on a discretionary basis and tailors allocations to clients’ risk tolerance, time horizon and liquidity needs, using ETFs, mutual funds, individual equity and fixed income securities, fee-based annuities, fixed and fixed-indexed annuities, buffered notes and model-based ETF allocations. Kure Advisory conducts ongoing monitoring of portfolios, selects and reviews Independent Managers, and coordinates ongoing tax and estate planning work with licensed specialists.
Kure Advisory’s ADV discloses several uncommon affiliations and practices: it is owned by Income Planning Group, which separately provides tax preparation services, and it maintains a mutual referral relationship with a named law firm, disclosures the brochure highlights as potential conflicts of interest. The brochure also describes the firm’s use of ETF models and model-based allocations (and discloses the firm’s presentation of hypothetical performance), and it discloses related insurance marketing and agency relationships that may give rise to additional conflicts.
Client services
Expertise
Fee options
$0 - $50,000: 1.50% $50,000+: 0.50% to 1.50% depending on portfolio size, composition, services, and individual(s) providing services
Certain supervised persons offer insurance products on a commission basis under separate arrangements
Minimum fee: Financial planning and consulting fees range from $500 to $10,000, negotiable depending on scope and complexity Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $10,000
Main office
15600 36th Ave N S, Suite 200
Plymouth MN 55446
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · Minnesota · New York · North Dakota · Texas · Wyoming
Also doing business as
Income Planning Group, LLC · Kure Advisory, LLC · Poterack Capital Advisory, Inc · Preservation Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Karen S
Series 66
Plymouth, MN
Kure Advisory, LLC
Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.
Thomas W
Series 63, Series 66
Plymouth, MN
Kure Advisory, LLC
Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.
Michael G
CFP®, Series 66
Plymouth, MN
Kure Advisory, LLC
Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.
Joshua N
Series 63, Series 66
Plymouth, MN
Kure Advisory, LLC
Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.
John W
Series 65
Plymouth, MN
Kure Advisory, LLC
John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management with a range of investment options and coordinates with tax and estate specialists as part of its client service.
Jack W
CFP®, PFS™, Series 65
Plymouth, MN
Kure Advisory, LLC
Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.
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