CM
Christa Madison
CURI CAPITAL
Oakbrook Terrace, IL 60181
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CRD#: 5174576
CM
Professional summary
Christa Madison, who also goes by Christa J Iwanski, Christa Jayne Iwanski, Christa Jayne Madison, is a registered financial advisor currently at CURI CAPITAL, LLC located in Oakbrook Terrace, Illinois.
Christa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christa has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christa J Iwanski | Christa Jayne Iwanski | Christa Jayne Madison
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)NAME: CHRISTA MADISON INV REL: Y ADD: 640 PRIMROSE LANE SCHAUMBURG IL 60194 NATURE: IND LIFE, HEALTH, GRP HEALTH INS POSITION:SALES START DATE:08/2012 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0
(2)NAME: SOCCER REFEREE INV REL: N ADD: VARIOUS NATURE: SPORTS OFFICIAL START DATE: 01/1990 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING:0 DESCRIBE DUTIES:OFFICIATING SOCCER MATCHES
(3)NAME:LOOM DESIGNS INV REL: N ADD: N/A NATURE: CRAFT SHOWS POSITION: PARTNER WITH MY SISTER AND MOM START DATE:05/2013 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0
CRS (Client Relationship Summary) - RIA
Click below to view Christa Madison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 18, 2024 - Present
CURI CAPITAL, LLC
Office #1: 17w110 22nd St. Suite 700, Oakbrook Terrace, IL 60181RIA
CRD#: 134249
Oakbrook Terrace, IL
Past
June 10, 2009 - February 5, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHICAGO, IL
Past
September 27, 2007 - August 27, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SCHAUMBURG, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606
Mailing Address
Phone number
(312) 993-5800
Established
Firm type
Fiscal year end
# of Employees
168
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,209 |
| AUM (Assets Under Management) | $ 9,830,680,915 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2025 | ||
| 11/27/2024 | ||
| 10/27/2023 | ||
| 09/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
