Best Investors
Account
Sign in
Curi Capital, LLC CRD 134249
$11.6B regulatory AUM 84 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-10 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
10361 W. Innovation Dr. Suite 350, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curi Capital | Wauwatosa | WI | 10/2025 | Present |
| Artisan Partners | Milwaukee | WI | 10/2022 | 09/2025 |
| Full-Time Education | La Crosse | WI | 09/2018 | 05/2022 |
| Arena Event Services, Inc | Milwaukee | WI | 06/2021 | 09/2021 |
| The Home Depot | Onalaska | WA | 09/2020 | 01/2021 |
| Arena Event Services, Inc | Milwaukee | WI | 05/2019 | 08/2019 |
| Express, Inc. | Onalaska | WI | 10/2018 | 05/2019 |
| Swan Serv-U Pharmacy | Wauwatosa | WI | 08/2016 | 08/2018 |
| Express, Inc. | Onalaska | WI | 09/2019 | 03/2020 |
| Student (College) | La Crosse | WI | 03/2020 | 09/2020 |
| Student (College) | La Crosse | WI | 01/2021 | 06/2021 |
| Unemployed | Wauwatosa | WI | 05/2022 | 10/2022 |
Reach out to this advisor