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Alex Christiansen

Curi Capital, LLC

Milwaukee, WI

Chicago, IL

CRD 7722115

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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
WI RA APPROVED 2023-06-08
  • WI RA
    APPROVED
    Since 2023-06-08

Branch Locations

10361 West Innovation Drive Suite 350, Milwaukee, 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
Rmb Capital Milwaukee WI 04/2022 Present
U.S. Bank Milwaukee WI 01/2020 04/2022
University Of Wisconsin - Oshkosh Oshkosh WI 09/2015 12/2019
  • 04/2022 → Present
    Rmb Capital
    Milwaukee, WI
  • 01/2020 → 04/2022
    U.S. Bank
    Milwaukee, WI
  • 09/2015 → 12/2019
    University Of Wisconsin - Oshkosh
    Oshkosh, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08

View on SEC IAPD

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