Natalie Kay Brekken

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 02/2025
  Ecolab Inc.
  St. Paul, MN
• 02/2025 → Present
  Curi Rmb Capital Llc
  Chicago, IL
• 08/2018 → 05/2022
  University Of Wisconsin-Madison
  Madison, WI
• 09/2005 → 06/2018
  Orono Public Schools
  Orono, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-21

Other Names

• Natalie Brekken