# KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 291436
- Type: SEC-registered investment adviser
- Location: 200 SOUTHDALE CENTER, EDINA, MN, 55435
- Phone: (612) 702-8233
- Latest filing: 2026-07-02
- Regulatory AUM: $31.2M
- Discretionary AUM: $31.2M
- Clients: 1
- Accounts: 28

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291436/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291436/similar
- Related entities: https://search.stillhousedata.com/firm/291436/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291436

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.