Kubo Financial Planning And Investments, LLC
Kubo Financial Planning And Investments, LLC (CRD# 291436) is a financial advisory firm headquartered in Edina, MN. They manage $22,770,664 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kubo Financial Planning And Investments, LLC
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$785,195
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Kubo Financial Planning And Investments, LLC
1
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.
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