KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC of EDINA, MN is an SEC-registered investment adviser (CRD 291436). Regulatory assets under management: $31.2M.

Registration

• CRD: 291436
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291436 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search