Karen Elizabeth Stay
Investment adviser representative at Kure Advisory, LLC
22 yearsExperience
1 stateRegistered in
$259MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Kure Advisory, LLCJun 2021 to now
- Income Planning Group, LLCSep 2004 to now
- Cg Advisory ServicesNov 2017 to Jul 2022
- Geneos Wealth Management Inc.Aug 2017 to Dec 2020
- Wfg Investments, Inc.May 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
Kure Advisory, LLC
$259MAssets managed
401Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4869529
- Firm CRD
- 311320