Kaylee Jade Urbanek

Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 10/2025
  Annex Wealth Management
  Elm Grove, WI
• 09/2019 → 05/2023
  Uw Madison
  Madison, WI
• 05/2013 → 09/2019
  Elmbrook School District
  Brookfield, WI
• 01/2023 → 04/2023
  Charter Capital Management
  Brookfield, WI
• 07/2022 → 01/2023
  Altar'd State
  Brookfield, WI
• 07/2020 → 04/2022
  Costco
  Pewaukee, WI
• 10/2019 → 10/2020
  Wisconsin Athletic Club
  Brookfield, WI
• 01/2019 → 05/2019
  Planet Fitness
  Brookfield, WI
• 10/2025 → Present
  Curran Financial Partners
  Charleston, SC

Previous Registrations

• 2023-10-13 → 2025-10-23
  Annex Wealth Management, Llc
  Brookfield, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-13