Spencer Kubo (CRD# 5963754) is an Investment Advisor Representative working at Kubo Financial Planning And Investments, LLC in Edina, MN and has over 12 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kubo Financial Planning And Investments, LLC | Edina, MN | Jan 2018 - Current | 6 |
| Bank Of America N.a | Paramus, NJ | May 2012 - Nov 2017 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | May 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- MN
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$785,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN
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