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KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

CRD 291436

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200 SOUTHDALE CENTER, EDINA, MN, 55435, United States

Phone

(612) 702-8233

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$31.2M

Discretionary AUM

$31.2M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals6$3.0M

All web addresses on file

Official SEC filing: View on IAPD