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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
About Kure Advisory, LLC
Income Planning Group (Kure Advisory, LLC) is a Plymouth, Minnesota wealth management firm focused on helping individuals and families build retirement income plans. The team delivers personalized financial planning and custom portfolios across a wide range of investments, and also provides tax preparation/advice plus estate planning support including probate and trust administration. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between November 5, 2025 and March 11, 2026, reported AUM increased 35.8%, from $190.7M to $259.0M.
Across 5 reported observations, AUM decreased 6.0% between March 30, 2022 and March 11, 2026, from $275.4M to $259.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 401 clients, or 66.8 clients per representative. That equates to $645.8K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kure Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KAREN ELIZABETH STAY
Chief Investment Officer
- CRD
- #4869529
- Ownership
- Less than 5%
Kathleen Mary Wade
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHAEL JOHN GRANBOIS
Investment Advisor Representative
- CRD
- #3223559
JOSHUA J NOLBY
Investment Advisor Representative
- CRD
- #4997414
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,971,021 | $261,587 |
| Non-Discretionary | $0 | -- |
| Total | $258,971,021 | $261,587 |
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Separately Managed Accounts
SMA allocation detail is available
Kure Advisory, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kure Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.