John Kurcz has been an investment adviser representative at Alongside since June 2025, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
John Kurcz’s longest registration was 5 years at Thrivent Advisor Network, LLC (2019–2025). Before joining Alongside in 2025, John Kurcz was registered through Thrivent Advisor Network, LLC and Thrivent Investment Management Inc.
- Thrivent Advisor Network, LLC– · 5 yearsNew Berlin, WI · Adviser representative · Firm CRD 304569
- Thrivent Investment Management Inc.– · 2 yearsNew Berlin, WI · Adviser representative · Firm CRD 18387
- CL Wealth Management LLC– · under a yearMenomonee Falls, WI · Adviser representative · Firm CRD 134922
Investment adviser representative registrations
John Kurcz is registered as an investment adviser representative in Wisconsin, since June 2025.
- WisconsinSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2017 |
| Series 7 | General Securities Representative Examination | 21 March 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John M. Kurcz
- CRD
- 6551867
- Firm
- Alongside · CRD 333587
- Office
- 15350 W. National Ave., Ste 214, New Berlin, WI 53151
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does John Kurcz work?
John Kurcz is an investment adviser representative registered through Alongside, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Kurcz a financial advisor?
Yes. John Kurcz has a current investment-adviser registration in Wisconsin, through Alongside since June 2025.
How many years of experience does John Kurcz have?
John Kurcz has 9 years in the financial industry, since March 2017, across 4 adviser firms.
What exams has John Kurcz passed?
John Kurcz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2017. FINRA credited John Kurcz with the SIE, which began in October 2018.
Where did John Kurcz work before Alongside?
Before Alongside, John Kurcz was registered through Thrivent Investment Management Inc., August 2017 to September 2019; CL Wealth Management LLC, May 2017 to August 2017.
Where is John Kurcz based?
John Kurcz’s registered office is in New Berlin, WI.
Is John Kurcz registered with FINRA?
No. John Kurcz has no current broker registration.
How can I verify John Kurcz’s record?
Search CRD 6551867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Kurcz’s full registration record.