CM
CFP
CM
CFP

Christa Madison

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500
Loading...

Location

17W110 22nd St., Suite 700, Oakbrook Terrace, IL, 60181

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christa sells individual life, health, and group health insurance, dedicating minimal time to this activity. She also works as a soccer referee and partners with her sister and mother in a craft show business called Loom Designs.

Employment History
Current Registrations
Curi Capital, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.