John
Wade
Kure Advisory, LLC
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About this Advisor
John Wade is a financial advisor based in Minneapolis, Minnesota, working with Kure Advisory, LLC. John has previously held positions at Kure Advisory, LLC, Wayzata High School, University Of Saint Thomas, Birch'S Brewhouse LLC, and Income Planning Group, LLC. John has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, John is part of Kure Advisory, LLC, which operates out of Minneapolis, Minnesota. The firm has 6 employees and manages assets totaling $159.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kure Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kure Advisory, LLC Brokerage Details
$159,601,025
6
809
$197,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Wade Work History
Kure Advisory, LLC
Income Planning Group, LLC
Birch'S Brewhouse LLC
University Of Saint Thomas
N/A
Wayzata High School
Disclosures
Please visit the SEC profile of John Wade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kure Advisory, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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