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Michael Peter Koob

KOOB WEALTH MANAGEMENT, LLC·WHITE BEAR TOWNSHIP, Minnesota
Clean recordKOOB 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Peter 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

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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# 2156408
Firm CRD# 154830
View on FINRA BrokerCheck →

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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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Other Advisors at KOOB WEALTH MANAGEMENT, LLC

Leslee Koob
WHITE BEAR TOWNSHIP, MN

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