Karen Stay (CRD# 4869529) is an Investment Advisor Representative working at Kure Advisory, LLC in Plymouth, MN and has over 19 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kure Advisory, LLC | Plymouth, MN | Jun 2021 - Current | 2 |
| Income Planning Group, LLC | Plymouth, MN | Sep 2004 - Current | 19 |
| Cg Advisory Services | Haslett, MI | Nov 2017 - Jul 2022 | 4 |
| Geneos Wealth Management Inc. | Plymouth, MN | Aug 2017 - Dec 2020 | 3 |
| Wfg Investments, Inc. | Plymouth, MN | May 2015 - Aug 2017 | 2 |
| Invest Financial Corporation | Plymouth, MN | Apr 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- MN
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts809ACCOUNTS
-
Average Account Value$197,282
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, MN, ND, TX
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