Kaylee Urbanek has been an investment adviser representative at Curran Financial Partners since October 2025, and is not listed among the firm’s executive officers or direct owners. Kaylee Urbanek holds a Degree in Personal Finance from the University of Wisconsin and a Certificate in Entrepreneurship from the University of Wisconsin.
Curran Financial Partners, LLC is a Daniel Island, SC firm with $749M under management, 1,315 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Kaylee Urbanek is with Curran Financial Partners. Urbanek focuses on building comprehensive retirement plans that provide clients with more clarity for their financial future. Before joining the firm, Urbanek spent time at a local firm in Wisconsin as a wealth management associate and a financial planning operations associate.
Kaylee Urbanek’s longest registration was 2 years at Annex Wealth Management, LLC (2023–2025). Before joining Curran Financial Partners in 2025, Kaylee Urbanek was registered through Annex Wealth Management, LLC.
- – present · under a yearDaniel Island, SC · Adviser representative · Firm CRD 281943
- Annex Wealth Management, LLC– · 2 yearsBrookfield, WI · Adviser representative · Firm CRD 127987
Investment adviser representative registrations
Kaylee Urbanek is registered as an investment adviser representative in South Carolina, since October 2025.
- South CarolinaSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kaylee Jade Urbanek
- CRD
- 7787520
- Firm
- Curran Financial Partners · CRD 281943
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curranfinancialpartners.com
Where does Kaylee Urbanek work?
Kaylee Urbanek is an investment adviser representative registered through Curran Financial Partners, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kaylee Urbanek a financial advisor?
Yes. Kaylee Urbanek has a current investment-adviser registration in South Carolina, through Curran Financial Partners since October 2025.
How many years of experience does Kaylee Urbanek have?
Kaylee Urbanek has 3 years in the financial industry, since October 2023, across 2 adviser firms.
What exams has Kaylee Urbanek passed?
Kaylee Urbanek passed the Series 65 in October 2023.
Where did Kaylee Urbanek work before Curran Financial Partners?
Before Curran Financial Partners, Kaylee Urbanek was registered through Annex Wealth Management, LLC, October 2023 to October 2025.
Where is Kaylee Urbanek based?
Kaylee Urbanek’s registered office is in Daniel Island, SC.
Is Kaylee Urbanek registered with FINRA?
No. Kaylee Urbanek has no current broker registration.
How can I verify Kaylee Urbanek’s record?
Search CRD 7787520 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kaylee Urbanek’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer