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
200 Southdale Center, Edina, MN 55435
https://www.linkedin.com/in/spencer-kubo-cfa-b9693771/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Kubo Financial Planning And Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Spencer Kubo, financial advisor Edina MN
Spencer J. Kubo
CRD#: 5963754
200 Southdale Center, Edina, MN 55435

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.

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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