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Michael Peter Koob

KOOB WEALTH MANAGEMENT, LLC·WHITE BEAR TOWNSHIP, Minnesota
SIE, Series 7, Series 31, Series 63, Series 6519 years registeredKOOB WEALTH MANAGEMENT, LLC
4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN 55127CRD# 2156408Firm CRD# 154830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Peter Koob · WHITE BEAR TOWNSHIP, MN
Registration
CRD #2156408 · KOOB WEALTH MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

KOOB WEALTH MANAGEMENT, LLC
Jan 2014 – present
UBS FINANCIAL SERVICES INC.
Sep 2006 – Dec 2010
BLOOMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · September 12, 2006
Years registered · 19
03

Disclosure History

1994Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
KOOB WEALTH MANAGEMENT, LLC
CRD 154830 · SEC 801-130516
AUM
$126M
Regulatory assets under management
Employees
2
304 client accounts
Services offered by KOOB WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KOOB WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael Peter Koob offer?
Michael Peter Koob specializes in Financial Planning, Investment Management. Contact their office in WHITE BEAR TOWNSHIP, Minnesota for a consultation.
What are Michael Peter Koob's credentials?
Michael Peter Koob is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Peter Koob located?
Michael Peter 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 Michael Peter Koob charge for services?
Michael Peter 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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
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