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JW

Jack Waletich

KURE ADVISORY
Plymouth, MN 55446
Some features on this profile are disabled
CRD#: 7757725
JW

Professional summary

Jack Waletich is a registered financial advisor currently at KURE ADVISORY, LLC located in Plymouth, Minnesota.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jack has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Waletich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 29, 2025 - Present

KURE ADVISORY, LLC

Office #1: 15600 36th Avenue North Suite 200, Plymouth, MN 55446
RIA
CRD#: 311320
Plymouth, MN
Past

June 30, 2023 - October 24, 2025

BERGER FINANCIAL GROUP

RIA
CRD#: 308174
PLYMOUTH, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KURE ADVISORY, LLC
INCOME PLANNING GROUP, LLC | PRESERVATION WEALTH MANAGEMENT, LLC | POTERACK CAPITAL ADVISORY, INC | KURE ADVISORY, LLC

CRD#: 311320 / SEC#: 801-120058

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(10/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/13/2023
Uniform Investment Adviser Law Examination

Current Firm

KA
KURE ADVISORY, LLC
INCOME PLANNING GROUP, LLC | PRESERVATION WEALTH MANAGEMENT, LLC | POTERACK CAPITAL ADVISORY, INC | KURE ADVISORY, LLC

CRD#: 311320 / SEC#: 801-120058

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
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Contact information

Main Address
15600 36th Avenue North Suite 200, Plymouth, MN 55446
Mailing Address
Phone number
(763) 412-3891
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KURE ADVISORY, LLC (11/5/2025)

Regulatory assets under management

Total Number of Accounts867
AUM (Assets Under Management)$ 190,723,496

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KURE ADVISORY, LLC

CRD#: 311320Plymouth, MN 55446

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