John M. Kurcz
Investment Adviser Representative at Alongside, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John M. Kurcz is an investment adviser representative with Alongside, LLC in New Berlin, WI, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
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.
- Premier Legacy Wealth ManagementAug 2015 – Jul 2017Menomonee Falls, WI
- Cabot Lodge Securities LLCAug 2015 – Jul 2017Menomonee Falls, WI
- Thrivent Investment Management Inc.Aug 2017 – Sep 2019New Berlin, WI
- Thrivent Financial - Jeremy KeilAug 2017 – Sep 2017New Berlin, WI
- Thrivent FinancialSep 2017 – Sep 2019Appleton, WI
- Thrivent Advisor Network, LLCSep 2019 – Jun 2025New Berlin, WI
- Alongside, LLCJun 2025 – no end date reportedAustin, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alongside, 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
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-131682
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 29, 2026
View full firm profileOther advisors at Alongside, LLC
Showing 12 of 24 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. John M. Kurcz 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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