James Curtis Curran
Investment adviser representative at Wealth Management
12 yearsExperience
1 stateRegistered in
PFSDesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wealth ManagementSep 2019 to now
- Smith Patrick LLCAug 2019 to now
- Sfc Financial, LLCFeb 2018 to Aug 2019
- Swink, Smith, Coplen & Company, P.C.Jan 2017 to Aug 2019
- Smith Patrick LLCJan 2015 to Dec 2016
- J. R. Elm, LLCApr 2014 to Dec 2017
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wealth Management
Legal name: Wealth Management Nebraska LLC
$3.7BAssets managed
4,751Clients
47Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3162211
- Firm CRD
- 137080