Alex Walker Koncilja
Investment Adviser Representative at CURI Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alex Walker Koncilja is an investment adviser representative with CURI Capital, LLC in Bloomington, MN, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of Minnesota DuluthOct 2018 – May 2021Duluth, MN
- Orgel Wealth ManagementJun 2020 – Aug 2020Altoona, WI
- CUNA Mutual GroupJun 2019 – Aug 2019Madison, WI
- Roseville Cedarholm Golf CourseApr 2016 – Aug 2018Roseville, MN
- The Guidant John Rose OvalOct 2016 – Mar 2019Roseville, MN
- Roseville Area High SchoolSep 2013 – Jun 2017Roseville, MN
- University of Minnesota DuluthJun 2017 – Jul 2021Duluth, MN
- RMB Capital ManagementJul 2021 – no end date reportedBloomington, MN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CURI Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 96
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Chicago, IL
- SEC file number:
- 801-63939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at CURI Capital, LLC
Showing 12 of 96 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alex Walker Koncilja has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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