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Patrick Nolan Thiel

Curi Capital, LLC

Chicago, IL

Milwaukee, WI

CRD 7130269

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Employer firm

Curi Capital, LLC CRD 134249

$11.6B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-09-02
WI RA APPROVED 2021-09-02
  • IL RA
    APPROVED
    Since 2021-09-02
  • WI RA
    APPROVED
    Since 2021-09-02

Branch Locations

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

10361 W. Innovation Drive Suite 350, Milwaukee, WI 53226 • 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
Piper Sandler Milwaukee WI 05/2019 05/2020
Ehlers Investment Partners, Llc Milwaukee WI 12/2019 11/2020
Marquette University Milwaukee WI 09/2015 12/2019
Kerberrose Wealth Management Green Bay WI 01/2021 Present
Masterson Foods Milwaukee WI 11/2018 05/2019
American Pavement Solutions Green Bay WI 06/2018 08/2018
Green Bay Packaging De Pere WI 05/2017 08/2017
  • 05/2019 → 05/2020
    Piper Sandler
    Milwaukee, WI
  • 12/2019 → 11/2020
    Ehlers Investment Partners, Llc
    Milwaukee, WI
  • 09/2015 → 12/2019
    Marquette University
    Milwaukee, WI
  • 01/2021 → Present
    Kerberrose Wealth Management
    Green Bay, WI
  • 11/2018 → 05/2019
    Masterson Foods
    Milwaukee, WI
  • 06/2018 → 08/2018
    American Pavement Solutions
    Green Bay, WI
  • 05/2017 → 08/2017
    Green Bay Packaging
    De Pere, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-15
  • S65 Uniform Investment Adviser Law Examination
    2020-02-15

View on SEC IAPD

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Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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