Koob Wealth Management, LLC

Koob Wealth Management, LLC (CRD# 154830) is a financial advisory firm headquartered in White Bear Township, MN. They manage $36,710,653 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $225,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Koob Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael P. Koob
CRD#: 2156408
4517 Allendale Drive, White Bear Township, MN 55127
68
Wealthminder
score

Michael Koob (CRD# 2156408) is an Investment Advisor Representative working at Koob Wealth Management, LLC in White Bear Township, MN and has over 25 years of experience in the finance industry.

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