# KURE ADVISORY, LLC

> FINRA firm 311320 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · PLYMOUTH, MN

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 311320
- **Firm name:** KURE ADVISORY, LLC
- **Other names:** INCOME PLANNING GROUP, LLC, PRESERVATION WEALTH MANAGEMENT, LLC, POTERACK CAPITAL ADVISORY, INC, KURE ADVISORY, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-120058
- **Branches:** 5
- **Has disclosure events:** YES
- **Headquarters:** PLYMOUTH, MN, 55446, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/311320

## Citation

> FINRA BrokerCheck, firm 311320 (KURE ADVISORY, LLC). Retrieved via AI Analytics 2026-06-30 from https://api.ai-analytics.org/broker/311320.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*