Brian David Klein
Investment adviser representative at Curi Capital, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.6BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Curi Capital, LLCSep 2022 to now
- Wealth Enhancement Advisory ServicesJan 2021 to now
- Wealth Enhancement GroupJan 2021 to now
- Sva Wealth Management, LLCSep 2020 to Dec 2020
- Gilbert & Cook, Inc.Mar 2018 to Sep 2020
- US Bancorp Global Fund ServicesApr 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Curi Capital, LLC
$11.6BAssets managed
2,960Clients
98Advisers
21 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
- 6935601
- Firm CRD
- 134249