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Karen Elizabeth Stay

Kure Advisory, LLC

Plymouth, MN

Plymouth, MN

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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 S 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
Wfg Investments, Inc. Plymouth MN 05/2015 08/2017
Geneos Wealth Management Inc. Plymouth MN 08/2017 12/2020
Cg Advisory Services Haslett MI 11/2017 07/2022
Kure Advisory, Llc Plymouth MN 06/2021 Present
  • 09/2004 → Present
    Income Planning Group, Llc
    Plymouth, MN
  • 05/2015 → 08/2017
    Wfg Investments, Inc.
    Plymouth, MN
  • 08/2017 → 12/2020
    Geneos Wealth Management Inc.
    Plymouth, MN
  • 11/2017 → 07/2022
    Cg Advisory Services
    Haslett, MI
  • 06/2021 → Present
    Kure Advisory, Llc
    Plymouth, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-19
  • S66 Uniform Combined State Law Examination
    2005-01-19
Other Names
  • Karen Elizabeth Shallman

View on SEC IAPD

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ADVISORY SOLUTIONS GROUP
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC

Other Investors

JACQUIE Kathleen LEMARR
Ronald Dean Moore
JUSTIN AARON HART
STEVEN RAY BERANEK
Ryan Matthew Jordan
Joseph Gilewski
ROBERT ARTHUR MORIN
Evan Thomas Kellenberger

Other Offices

CS PLANNING CORP · PORTLAND, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Portland, OR
CETERA INVESTMENT ADVISERS LLC · Portland, OR
COMMONWEALTH FINANCIAL NETWORK · Beaverton, OR
INDEPENDENT FINANCIAL GROUP, LLC · PORTLAND, OR
LPL FINANCIAL LLC · BEAVERTON, OR

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