AdvisorOS Directory
Claim Profile
Unclaimed Profile
LK

Leslee Koob

KOOB WEALTH MANAGEMENT, LLC·WHITE BEAR TOWNSHIP, Minnesota
Clean recordKOOB WEALTH MANAGEMENT, LLC
4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN 55127CRD# 5836496Firm CRD# 154830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslee Koob · WHITE BEAR TOWNSHIP, MN
Registration
CRD #5836496 · KOOB WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leslee Koob is a registered financial advisor based in WHITE BEAR TOWNSHIP, Minnesota, affiliated with KOOB WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Leslee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leslee is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KOOB WEALTH MANAGEMENT, LLC
KOOB WEALTH MANAGEMENT, LLC
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KOOB WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5836496
Firm CRD# 154830
View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE BEAR TOWNSHIP?

Browse all registered financial advisors in WHITE BEAR TOWNSHIP, Minnesota or claim this profile if it's yours.

Browse WHITE BEAR TOWNSHIP AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Leslee Koob offer?
Leslee Koob specializes in Financial Planning, Investment Management. Contact their office in WHITE BEAR TOWNSHIP, Minnesota for a consultation.
What are Leslee Koob's credentials?
Leslee Koob is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslee Koob located?
Leslee Koob is based in WHITE BEAR TOWNSHIP, Minnesota, working with KOOB WEALTH MANAGEMENT, LLC. Their office serves clients in the WHITE BEAR TOWNSHIP metropolitan area and surrounding communities.
How does Leslee Koob charge for services?
Leslee Koob's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOOB WEALTH MANAGEMENT, LLC?
KOOB WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KOOB WEALTH MANAGEMENT, LLC

Michael Peter Koob
WHITE BEAR TOWNSHIP, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile