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Thomas John Wade

Kure Advisory, LLC

Plymouth, MN

Plymouth, MN

CRD 4143118

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Employer firm

Kure Advisory, LLC CRD 311320

$259M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kure Advisory, Llc

15600 36Th Avenue North Suite 200, Plymouth, MN 55446 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-18
  • MN RA
    APPROVED
    Since 2021-06-18

Branch Locations

15600 36Th Avenue North Suite 200, Plymouth, MN 55446 • United States

15600 36Th Ave N Suite 200, Plymouth, MN 55446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Income Planning Group, Llc Plymouth MN 09/2004 Present
Capital Asset Advisory Services, Llc Haslett MI 01/2010 07/2022
Wfg Investments, Inc. Plymouth MN 05/2015 06/2017
American Financial Marketing, Inc. St Louis Park MN 03/2017 12/2021
The Leaders Group, Inc. Littleton CO 05/2019 09/2020
Kure Advisory, Llc Plymouth MN 06/2021 Present
Foundational Income Associates, Llc Plymouth MN 06/2022 Present
Annuitypath, Llc Las Vegas NV 03/2025 Present
Revol One Services Company, Llc Urbandale IA 08/2024 Present
  • 09/2004 → Present
    Income Planning Group, Llc
    Plymouth, MN
  • 01/2010 → 07/2022
    Capital Asset Advisory Services, Llc
    Haslett, MI
  • 05/2015 → 06/2017
    Wfg Investments, Inc.
    Plymouth, MN
  • 03/2017 → 12/2021
    American Financial Marketing, Inc.
    St Louis Park, MN
  • 05/2019 → 09/2020
    The Leaders Group, Inc.
    Littleton, CO
  • 06/2021 → Present
    Plymouth, MN
  • 06/2022 → Present
    Foundational Income Associates, Llc
    Plymouth, MN
  • 03/2025 → Present
    Annuitypath, Llc
    Las Vegas, NV
  • 08/2024 → Present
    Revol One Services Company, Llc
    Urbandale, IA
Previous Registrations
Other Businesses

1.) FOUNDATIONAL INCOME ASSOCIATES, LLC - Investment Related: Yes - 3350 Annapolis Ln N Ste C, Plymouth, MN 55447 - Nature: Insurance Marketing Company - Title: Co-Founder - Start Date: 06/02/2022 - Hours/Month: 10 - Hours/Month during Securities Trading Hours: 2 - Duties: Strategies planning and consulting as needed. 2.) ANNUITYPATH, LLC- Investment Related: NO- Incorporated in DE Nature: Insurance agency- Title: Owner- Start Date: 03/2025 - Hours/Month: 0 Hours/Month during Securities Trading Hours: 0 - Duties: 20% Ownership 3.) REVOL ONE SERVICES COMPANY, LLC - Investment Related: NO- Aurora Business Park, 1, 11159 NW Aurora Ave., Urbandale, IA 50322- Nature: Insurance Company - Title: Consultant - Start Date: 08/12/2024 - Hours/Month: between 4 and 6 - Hours/Month; 2 hours/Month during Securities Trading Hours; - Duties: Consulting Services in Distribution Support and Augmentation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-21
S63 Uniform Securities Agent State Law Examination 2000-03-15
  • S66 Uniform Combined State Law Examination
    2005-01-21
  • S63 Uniform Securities Agent State Law Examination
    2000-03-15

View on SEC IAPD

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