Frances Opfer Cronlund

Current Employers

Employment History

• 07/2010 → 07/2019
  First Citizens Investor Services
  Raleigh, NC
• 07/2010 → 07/2019
  First Citizens Bank
  Raleigh, NC
• 05/2026 → Present
  Mariner
  Overland Park, KS
• 08/2019 → 01/2024
  Curi Wealth Management Llc
  Raleigh, NC
• 12/2019 → 05/2026
  Lion Street Financial
  Raleigh, NC
• 01/2024 → 05/2026
  Curi Rmb Capital Llc
  Raleigh, NC
• 11/2025 → 05/2026
  Integrity Alliance, Llc.
  Raleigh, NC

Previous Registrations

• 2024-01-22 → 2026-06-16
  Curi Capital, Llc
  Raleigh, NC
  Chicago, IL
• 2019-09-05 → 2024-01-26
  Curi Capital
  Raleigh, NC
• 2010-07-26 → 2019-08-02
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Durham, NC
  Raleigh, NC
• 2004-11-02 → 2010-07-08
  Bb&T Asset Management, Inc.
  Raleigh, NC

Other Businesses

1) CURI RMB CAPITAL POSITION: Employee NATURE: Financial planning, asset management, and retirement plan services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 08/05/2019 ADDRESS: 700 Spring Forest Road, Raleigh NC 27609, United States DESCRIPTION: wealth advisor who helps clients create a financial plan, select an investment strategy, and monitor success in reaching their financial goals

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-01-21
• S65 Uniform Investment Adviser Law Examination
  2004-09-23

Designations

Other Names

• Francie Katrin Opfer
• Francie Cronlund
• Frances Katrin Opfer
• Frances Opfer Cronlund
• Frances Cronlund