Kaylee Jade Urbanek
Investment adviser representative at Curran Financial Partners, LLC
13 yearsExperience
1 stateRegistered in
$749.4MFirm assets
6 yearsFirm in business
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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
Experience
13 years in the industry.
- Curran Financial Partners, LLCOct 2025 to now
- Annex Wealth ManagementMay 2023 to Oct 2025
- Charter Capital ManagementJan 2023 to Apr 2023
- Altar'd StateJul 2022 to Jan 2023
- CostcoJul 2020 to Apr 2022
- Wisconsin Athletic ClubOct 2019 to Oct 2020
- Uw MadisonSep 2019 to May 2023
- Planet FitnessJan 2019 to May 2019
- Elmbrook School DistrictMay 2013 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Curran Financial Partners, LLC
$749.4MAssets managed
1,315Clients
16Advisers
6 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
- 7787520
- Firm CRD
- 281943