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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Koncilja is an Investment Advisor Representative at Curi RMB Capital, LLC. Alex specializes in working with individuals, high-net-worth individuals, investment companies, pooled investment vehicles, corporations, pension and profit-sharing plans, and charitable organizations. Alex is also a member of the firm's Financial Planning and Portfolio Management teams. Alex has been registered with the Securities and Exchange Commission since March 7, 2022. Alex has a Series 65 license. Alex has a background in finance and investment management. Prior to joining Curi RMB Capital, LLC, Alex worked as a Financial Advisor at Orgel Wealth Management and as a Financial Analyst at CUNA Mutual Group. Alex is committed to providing his clients with personalized financial advice and investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
03/07/2022 - Present
Curi RMB Capital, LLC (Bloomington MN)
IA
Issued 03/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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