Advisors at this firm
Karen S
Series 66
Plymouth, MN
Kure Advisory, LLC
Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.
Thomas W
Series 63, Series 66
Plymouth, MN
Kure Advisory, LLC
Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.
Michael G
CFP®, Series 66
Plymouth, MN
Kure Advisory, LLC
Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.
Joshua N
Series 63, Series 66
Plymouth, MN
Kure Advisory, LLC
Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.
John W
Series 65
Plymouth, MN
Kure Advisory, LLC
John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management with a range of investment options and coordinates with tax and estate specialists as part of its client service.
Jack W
CFP®, PFS™, Series 65
Plymouth, MN
Kure Advisory, LLC
Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.