Financial ADVSR advisor directory · SEC adviser records
Curi Capital, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Curi Capital, LLC office in Wisconsin, by city and A to Z.
The short answer
8 registered advisors work at Curi Capital, LLC in Wisconsin, out of 81 nationwide; it's the firm's number 2 state by advisors, and the most are in Milwaukee (5). 1 list the CFP designation and 0 are also registered broker representatives.
Curi Capital, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Curi Capital, LLC advisors in Wisconsin, A to Z
Search by name →- Alex ChristiansenMilwaukee
- Nick FamereeMilwaukee
- Stephanie J. JajtnerMilwaukee
- Brian A. JaneckeMilwauikee · Certified Financial Planner
- Daniel J. MatolaMilwauikee · Chartered Financial Analyst
- Reece A. PiotterMilwaukee
- Nolan RehardMilwaukee
- Jonathan G. RiganoBrookfield · Chartered Financial Analyst
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Curi Capital, LLC in other states
Questions
How many Curi Capital, LLC financial advisors are in Wisconsin?
8 investment adviser representatives are registered at Curi Capital, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 81 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Curi Capital, LLC have the most advisors?
Milwaukee, with 5, then Milwauikee (2). Curi Capital, LLC has advisors in 3 cities in Wisconsin.
How do I check a Curi Capital, LLC advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Curi Capital, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.