CM
Curtis E. Myran
ELEMENT SQUARED PRIVATE WEALTH
Minneapolis, MN 55402
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CRD#: 6099449
CM
Professional summary
Curtis E Myran, who also goes by Curtis Emil Myran, is a registered financial advisor currently at ELEMENT SQUARED PRIVATE WEALTH located in Minneapolis, Minnesota.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Curtis has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Curtis Emil Myran
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis E Myran'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
June 2, 2021 - Present
ELEMENT SQUARED PRIVATE WEALTH
Office #1: 60 South Sixth Street Suite 2900, Minneapolis, MN 55402RIA
CRD#: 311284
Minneapolis, MN
Past
February 4, 2020 - January 22, 2021
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MINNETONKA, MN
Past
November 12, 2012 - January 7, 2020
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EDINA, MN
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".
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Terminated)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
Minnesota(6/2/2021)
IAR
Texas(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 South Sixth Street Suite 2900, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 325-5920
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 432 |
| AUM (Assets Under Management) | $ 168,300,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
