We Take Care of the Investing So You Can Take Care of Your Family

Koob Wealth Management is a full-service financial planning and investment firm with a disciplined approach to balancing risk and return for our clients. We work closely with you to develop comprehensive wealth management strategies that are tailored to your needs, goals and risk tolerance.

We also work with other professionals in your network so everyone is on the same page or we’ll connect you with trusted attorneys, accountants or tax professionals should you need them. 

Our goal is simple: to be the single touchpoint for all your financial needs and take the pressure of actively having to manage your money off your hands.

We want you to feel confident knowing you have experts working tirelessly to protect and grow your wealth for your future generations. That way, you can spend more time on other important aspects of life and focus on enjoying what you worked so hard to build. 

Contact Us

Meet The Team

Leslee Koob

Leslee Koob

Operations Manager
651-330-4996

Phone: 651-330-4996
Fax: 651-797-2796

Leslee Koob is a Co-Founder of Koob Wealth Management LLC and brings a diverse managerial and administrative capability to all client service. After graduating with a business administration degree in Economics from the University of Minnesota, Leslee worked as a commodity trade executor for Cargill Grain Exchange. She spent seven years as office manager and closer for Irwin Mortgage before becoming Co Chair of Centerville Elementary School Smart Board Group and sitting on the Church of St. Genevieve Parish Council.

Mike Koob

Michael Koob

President & Owner
michael.koob@lpl.com
612-251-3503

E-mail: michael.koob@lpl.com
Phone: 651-330-4996  Texted Messages: 651-330-4996
Mobile: 612-251-3503
Fax: 651-797-2796

Michael has been a valued financial advisor for over 32 years, helping clients pursue their financial goals through personalized investment strategies and comprehensive financial planning.  He spent the first two decades of his career at major Wall Street firms including Prudential Securities, Piper Jaffray and UBS, until he had an awakening moment and realized there were many people who lacked the knowledge and guidance necessary to pursue an independent retirement.

In 2010, Michael founded his own independent financial services firm, Koob Wealth Management LLC,  with a  focus on providing comprehensive financial advice and personalized service to clients.  Over the years, Michael has built a reputation as a valued advisor, working with a diverse range of clients, including high-net-worth individuals, families, and business owners. He is a firm advocate in building his financial services practice around honesty, integrity and experience. He strives to separate himself from the average financial planner by being an exceptional advisor who has his clients’ best interests at heart.

Michael's partnership with LPL Financial — a registered broker/dealer and member FINRA/SIPC — allows him access to numerous portfolio management tools and robust technology, which he uses to provide his clients with the investment exposure necessary to manage their long term goals.

Michael received his Bachelor’s Degree in Business Administration from the University of St. Thomas. He was the President of the Minnesota Club Networking Group, the Chair of the Church of St. Richard’s Financial Board for three years and the President of the Centennial High School Football Boosters for 7 years.