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Inactive

Alex Walker Koncilja

Curi Capital, LLC

Bloomington, MN

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Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-03-07
  • MN RA
    APPROVED
    Since 2022-03-07

Branch Locations

3800 American Blvd. West Suite 780, Bloomington, MN 55431 • 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
University Of Minnesota Duluth Duluth MN 10/2018 05/2021
Orgel Wealth Management Altoona WI 06/2020 08/2020
Cuna Mutual Group Madison WI 06/2019 08/2019
Roseville Cedarholm Golf Course Roseville MN 04/2016 08/2018
The Guidant John Rose Oval Roseville MN 10/2016 03/2019
Roseville Area High School Roseville MN 09/2013 06/2017
University Of Minnesota Duluth Duluth MN 06/2017 07/2021
Rmb Capital Management Bloomington MN 07/2021 Present
  • 10/2018 → 05/2021
    University Of Minnesota Duluth
    Duluth, MN
  • 06/2020 → 08/2020
    Orgel Wealth Management
    Altoona, WI
  • 06/2019 → 08/2019
    Cuna Mutual Group
    Madison, WI
  • 04/2016 → 08/2018
    Roseville Cedarholm Golf Course
    Roseville, MN
  • 10/2016 → 03/2019
    The Guidant John Rose Oval
    Roseville, MN
  • 09/2013 → 06/2017
    Roseville Area High School
    Roseville, MN
  • 06/2017 → 07/2021
    University Of Minnesota Duluth
    Duluth, MN
  • 07/2021 → Present
    Rmb Capital Management
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-06
  • S65 Uniform Investment Adviser Law Examination
    2022-03-06

View on SEC IAPD

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Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
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

More in Bloomington, MN

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