Updated:Jun 3, 2026

Kubo Financial Planning and Investments

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC is a state-registered investment adviser in EDINA, MN. The firm manages approximately $31 million in regulatory...

Kubo Financial Planning and Investments

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC is a state-registered investment adviser in EDINA, MN. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/spencer-kubo-cfa-b9693771

General information

Firm type

RIA

Sector focus

Financial Services

What is Kubo Financial Planning and Investments?

Kubo Financial Planning and Investments is a ria tracked on Altss.

What does Altss track for Kubo Financial Planning and Investments?

Altss maintains an OSINT-verified profile of Kubo Financial Planning and Investments covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Kubo Financial Planning and Investments?

Kubo Financial Planning and Investments is classified by Altss as a RIA.

How does Altss source intelligence on Kubo Financial Planning and Investments?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Kubo Financial Planning and Investments's Altss profile last updated?

Kubo Financial Planning and Investments's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.