Karen
Stay
Kure Advisory, LLC
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About this Advisor
Karen Stay is a financial advisor working out of Minneapolis, Minnesota who has 2 years of industry experience. Stay is currently employed by Kure Advisory, LLC. Throughout their career, Stay has worked at Cg Advisory Services, Kure Advisory, LLC, Geneos Wealth Management Inc, Income Planning Group, LLC, Invest Financial Corporation and Wfg Investments, Inc. Stay has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Kure Advisory, LLC is an advisory firm based out of Minneapolis, MN. It has offices in three locations and a total of nine employees. It has $241 million in total assets between its 1,479 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,479 accounts, 16% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Kure Advisory, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kure Advisory, LLC Brokerage Details
$240,789,953
9
1,479
$162,806
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
Karen Stay Work History
Karen has been registered as a financial advisor for 2 years.*
Kure Advisory, LLC
Cg Advisory Services
Income Planning Group, LLC
Geneos Wealth Management Inc
Wfg Investments, Inc
Invest Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karen Stay 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 4/16/2023. 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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