Alex Koncilja (CRD# 7463094) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Bloomington, MN and has over 2 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmb Capital Management | Bloomington, MN | Jul 2021 - Current | 2 |
| University Of Minnesota Duluth | Duluth, MN | Jun 2017 - Jul 2021 | 4 |
| University Of Minnesota Duluth | Duluth, MN | Oct 2018 - May 2021 | 2 |
| Orgel Wealth Management | Altoona, WI | Jun 2020 - Aug 2020 | < 1 |
| Cuna Mutual Group | Madison, WI | Jun 2019 - Aug 2019 | < 1 |
| The Guidant John Rose Oval | Roseville, MN | Oct 2016 - Mar 2019 | 2 |
| Roseville Cedarholm Golf Course | Roseville, MN | Apr 2016 - Aug 2018 | 2 |
| Roseville Area High School | Roseville, MN | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MN
-
Total Assets Under Management8,484MILLIONS
-
Total Number of Accounts15,723ACCOUNTS
-
Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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