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Kaylee Jade Urbanek

Curran Financial Partners, LLC

Daniel Island, SC

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Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-27
  • SC RA
    APPROVED
    Since 2025-10-27

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • 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
Annex Wealth Management Elm Grove WI 05/2023 10/2025
Uw Madison Madison WI 09/2019 05/2023
Elmbrook School District Brookfield WI 05/2013 09/2019
Charter Capital Management Brookfield WI 01/2023 04/2023
Altar'd State Brookfield WI 07/2022 01/2023
Costco Pewaukee WI 07/2020 04/2022
Wisconsin Athletic Club Brookfield WI 10/2019 10/2020
Planet Fitness Brookfield WI 01/2019 05/2019
Curran Financial Partners Charleston SC 10/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-13
  • S65 Uniform Investment Adviser Law Examination
    2023-10-13

View on SEC IAPD

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John Lennox Cummings
Maxwell Anton Blumberg
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DAVID COORS SHEAFFER
Russell Douglas Renfrow

Other Offices

LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
SHERMAN FINANCIAL & WEALTH MANAGEMENT · DANIEL ISLAND, SC
CARSWELL INVESTMENTS, LLC · Daniel Island, SC

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