John M. Kurcz

ALONGSIDE

New Berlin, WI 53151

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CRD#: 6551867

Professional summary

John M. Kurcz, CFP®, who also goes by John M Kurcz, John Kurcz, is a registered financial advisor currently at ALONGSIDE, LLC located in New Berlin, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John M Kurcz | John Kurcz

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) Keli Financial Partners - Investment Related - Same as listed business location(s) - Insurance sales - Insurance Agent - 08/2017 - Approx. 5% of time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John M. Kurcz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 2, 2025 - Present

ALONGSIDE, LLC

Office #1: 15350 W National Ave. Suite 214, New Berlin, WI 53151

RIA

CRD#: 333587

New Berlin, WI

Past

September 25, 2019 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

New Berlin, WI

Past

August 3, 2017 - September 26, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

New Berlin, WI

Past

August 3, 2017 - September 26, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

New Berlin, WI

Past

May 16, 2017 - August 2, 2017

CL WEALTH MANAGEMENT LLC

RIA

CRD#: 134922

MENOMONEE FALLS, WI

Past

March 21, 2017 - August 2, 2017

CABOT LODGE SECURITIES LLC

CRD#: 159712

MENOMONEE FALLS, WI

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".

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 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

Wisconsin
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/15/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2017

General Securities Representative Examination

Current Firm

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(214) 563-1190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

John M. Kurcz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John M. Kurcz's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

CL WEALTH MANAGEMENT LLC

CABOT LODGE SECURITIES LLC

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2017

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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