Inactive

Elizabeth Fagerlind

Curi Capital, LLC

CRD 8318304

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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

Authority	Category	Status	Date
MN	RA	APPROVED	2026-08-10

MN RA
APPROVED

Since 2026-08-10

Branch Locations

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

7650 Edinborough Way Suite 250, Edina, MN 55435 • 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

Organization	City	State	From	To
Full Time Student	Kasson	MN	02/2003	09/2025
Curi Capital	Edina	MN	09/2025	Present

02/2003 → 09/2025

Full Time Student

Kasson, MN
09/2025 → Present

Curi Capital

Edina, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-10

S65 Uniform Investment Adviser Law Examination

2026-08-10

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

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

More in Chicago, IL

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