Karen
Stay
Kure Advisory, LLC
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About this Advisor
Karen Stay is a financial advisor based in Minneapolis, Minnesota, working with Kure Advisory, LLC. Karen has previously held positions at Geneos Wealth Management Inc, Cg Advisory Services, Kure Advisory, LLC, Wfg Investments, Inc, Income Planning Group, LLC, and Invest Financial Corporation. Karen has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Karen 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
Karen Stay Work History
Kure Advisory, LLC
Income Planning Group, LLC
Geneos Wealth Management Inc
Cg Advisory Services
Wfg Investments, Inc
Invest Financial Corporation
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 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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