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Financial ADVSR advisor directory · SEC adviser records

Curi Capital, LLC financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Curi Capital, LLC office in Milwaukee, A to Z.

The short answer

6 registered advisors work at Curi Capital, LLC in Milwaukee, out of 81 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Curi Capital, LLC advisors in Milwaukee, A to Z

Every Curi Capital, LLC advisor →

Curi Capital, LLC advisors in every city and state →Curi Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Curi Capital, LLC advisors in other cities

Chicago, IL 53Denver, CO 5Lake Forest, IL 4Raleigh, NC 4Bloomington, MN 2Milwauikee, WI 2Oakbrook Terrace, IL 2Brookfield, WI 1North Haven, CT 1Washington, DC 1

Other firms in Milwaukee

All Milwaukee advisors →

Robert W. Baird & Co. Incorporated 369Northwestern Mutual Investment Services, LLC 109Johnson Wealth Inc. 37Morgan Stanley 37J.P. Morgan Securities LLC 33Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 28Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Curi Capital, LLC have in Milwaukee?

6 investment adviser representatives are registered at Curi Capital, LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 81 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Curi Capital, LLC one of the largest advisor employers in Milwaukee?

Curi Capital, LLC ranks number 25 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.

How do I check a Curi Capital, LLC advisor in Milwaukee?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.