Koob Wealth Management, LLC

Koob Wealth Management, LLC (CRD# 154830) is a financial advisory firm headquartered in White Bear Township, MN. They manage $119,957,692 in 288 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4517 Allendale Drive, White Bear Township, MN 55127
http://koobwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $416,520
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
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 Koob, financial advisor White Bear Township MN
Michael P. Koob
CRD#: 2156408
4517 Allendale Drive, White Bear Township, MN 55127

Michael Koob (CRD# 2156408) is an Investment Advisor Representative working at Koob Wealth Management, LLC in White Bear Township, MN and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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