John M. Kurcz
Investment adviser representative at Alongside, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$878.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alongside, LLCJun 2025 to now
- Thrivent Advisor Network, LLCSep 2019 to Jun 2025
- Thrivent FinancialSep 2017 to Sep 2019
- Thrivent Investment Management Inc.Aug 2017 to Sep 2019
- Thrivent Financial - Jeremy KeilAug 2017 to Sep 2017
- Cabot Lodge Securities LLCAug 2015 to Jul 2017
- Premier Legacy Wealth ManagementAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
Alongside, LLC
$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn 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
- 6551867
- Firm CRD
- 333587