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Advisor at FIDUCIENT ADVISORS LLC
CHICAGO, IL | Indianapolis, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FI3 FINANCIAL ADVISORS, LLC | Independent wealth | Aug 4, 2026 | n/a | yes | Indianapolis, IN | Current employment |
| FIDUCIENT ADVISORS LLC | Mixed wealth | May 11, 2018 | n/a | yes | CHICAGO, IL | Current employment |
| CURI CAPITAL, LLC | Independent wealth | Aug 12, 2014 | Jan 13, 2017 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CURI CAPITAL, LLC | FIDUCIENT ADVISORS LLC | Jan 13, 2017 | May 11, 2018 | 483 | Firm change after gap | Other |