KURE ADVISORY, LLC
CRD #311320 SEC #801-120058 PLYMOUTH, MN 763-412-3891
SEC Registered
Total AUM
$190.7M
Discretionary
$190.7M
Employees
5
Clients
1
Accounts
867
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Nicole, Meehan | I | CHIEF COMPLIANCE OFFICER | NA | |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STAY, KAREN, ELIZABETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Wade, Kathleen, Mary | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wade, Kathleen, Mary | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Wade, Thomas, John | I | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| POTERACK, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | D | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | D | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | D | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | D | Control |
| INCOME PLANNING GROUP, LLC | DE | OWNER | D | Control |
| POTERACK CAPITAL ADVISORY, LLC | DE | OWNER | D | Control |
| POTERACK CAPITAL ADVISORY, LLC | DE | OWNER | D | Control |
| POTERACK CAPITAL ADVISORY, LLC | DE | OWNER | D | Control |
| POTERACK CAPITAL ADVISORY, LLC | DE | OWNER | D | Control |
| POTERACK CAPITAL ADVISORY, LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| POTERACK, RYAN, RICHARD | I | POTERACK CAPITAL ADVISORY, LLC | E | Control |
| POTERACK, RYAN, RICHARD | I | POTERACK CAPITAL ADVISORY, LLC | E | Control |
| POTERACK, RYAN, RICHARD | I | POTERACK CAPITAL ADVISORY, LLC | E | Control |
| POTERACK, RYAN, RICHARD | I | POTERACK CAPITAL ADVISORY, LLC | E | Control |
| POTERACK, RYAN, RICHARD | I | POTERACK CAPITAL ADVISORY, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
| Wade, Thomas, John | I | INCOME PLANNING GROUP, LLC | E | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (17)
AL AR AZ CA CO FL IA IL IN MN NC ND NE NJ NY SC TX
Address
15600 36TH AVENUE NORTHSUITE 200
PLYMOUTH, MN 55446
United States
Phone: 763-412-3891