Brian Arthur Janecke

CFP

Curi Rmb Capital, LLC

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Curi Rmb Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

91 advisors

Number of Clients

2,786 clients

Average Client Portfolio

$3.5M average

Assets Under Management

$9.8B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$2,500

Location

2323 N. Mayfair Road, Suite 240, Milwauikee, WI, 53226

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Curi Capital, LLC

December 2017 - Present · 8 yrs 2 mos

Previous Registrations

Jacobus Wealth Management INC

February 2010 - November 2017 · 7 yrs 9 mos

State Registrations2 states

ILWI

Advisor

Exams

No exam information available for this advisor.