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Brian Arthur Janecke

Curi Capital, LLC

Milwauikee, WI

Chicago, IL

CRD 5733980

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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 2017-12-04
WI RA APPROVED 2017-12-04
  • IL RA
    APPROVED
    Since 2017-12-04
  • WI RA
    APPROVED
    Since 2017-12-04

Branch Locations

2323 N. Mayfair Road Suite 240, Milwauikee, WI 53226 • 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
Jacobus Wealth Management, Inc. Milwaukee WI 09/2005 11/2017
Rmb Capital Management Llc Chicago IL 12/2017 Present
  • 09/2005 → 11/2017
    Jacobus Wealth Management, Inc.
    Milwaukee, WI
  • 12/2017 → Present
    Rmb Capital Management Llc
    Chicago, IL
Previous Registrations
  • 2010-02-01 → 2017-11-30
    Jacobus Wealth Management Inc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-29
  • S65 Uniform Investment Adviser Law Examination
    2010-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

U.S. BANCORP ADVISORS, LLC
AFFILIATED FINANCIAL ADVISORS INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Edward August Behling
David Edward Koehler
DANIEL JOSEPH MATOLA

Nearby Offices

U.S. BANCORP ADVISORS, LLC · Wauwatosa, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI
CETERA INVESTMENT ADVISERS LLC · WAUWATOSA, WI

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