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Owen Thomas Duncan

Curi Capital, LLC

Bloomington, MN

Chicago, IL

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Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-26
MN RA APPROVED 2019-08-29
IL RA APPROVED 2018-07-16
  • WI RA
    APPROVED
    Since 2022-10-26
  • MN RA
    APPROVED
    Since 2019-08-29
  • IL RA
    APPROVED
    Since 2018-07-16

Branch Locations

3800 American Blvd. West Suite 780, Bloomington, MN 55431 • United States

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc St. Louis Park MN 03/2016 07/2017
The Prudential Insurance Company Of America St. Louis Park MN 08/2016 07/2017
Rmb Capital Management Llc Milwaukee WI 08/2017 Present
  • 03/2016 → 07/2017
    Pruco Securities, Llc
    St. Louis Park, MN
  • 08/2016 → 07/2017
    The Prudential Insurance Company Of America
    St. Louis Park, MN
  • 08/2017 → Present
    Rmb Capital Management Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-16
S63 Uniform Securities Agent State Law Examination 2016-07-28
  • S65 Uniform Investment Adviser Law Examination
    2018-07-16
  • S63 Uniform Securities Agent State Law Examination
    2016-07-28
Designations

View on SEC IAPD

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BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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