Curtis Parish, financial advisor Janesville WI
93 score

Curtis Parish

CRD Number: 3012655
Current Firm: Bronfman E.l. Rothschild, LP

Curtis Parish (CRD# 3012655) is an Investment Advisor Representative working at Bronfman E.l. Rothschild, LP in Janesville, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bronfman E.l. Rothschild Capital, LLC Madison, WI Mar 2016 - Current < 1
Bronfman E.l. Roschild LP Janesville, WI May 2013 - Current 3
Baker Tilly Capital, LLC Janesville, WI Jan 2002 - Current 14
Baker Tilly Investment Advisors, LLC Janesville, WI Apr 1999 - May 2013 14
Baker Tilly Virchow Krause LLP Madison, WI Apr 1999 - May 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Curtis R. Parish
Phone Number: 888-303-2357
Firm Website: http://www.belr.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    3,789
    MILLIONS
  • Total Number of Accounts
    7,132
    ACCOUNTS
  • Average Account Value
    $531,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MN, NC, NV, NY, OH, PA, SD, TN, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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