Richard Imperiale, financial advisor Milwaukee WI

Richard Imperiale

CRD Number: 1121650
Current Firm: Uniplan Investment Counsel, Inc.

Richard Imperiale (CRD# 1121650) is an Investment Advisor Representative working at Uniplan Investment Counsel, Inc. in Milwaukee, WI and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Uniplan Institutional Advisors LLC Union Grove, WI Jun 2021 - Current 2
Uniplan Investment Counsel, Inc. Union Grove, WI Aug 2010 - Current 13
Uniplan Distributors, LLC Union Grove, WI Aug 2010 - Current 13
Uniplan Real Estate Advisors, F/k/a Forward Uniplan Advisors Inc. Union Grove, WI Oct 1984 - Mar 2021 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Richard P. Imperiale
Phone Number: 262-534-3000
Firm Website: https://uniplanic.com
Registered State(s):
By the Numbers
  • Total Assets Under Management
    1,386
    MILLIONS
  • Total Number of Accounts
    3,496
    ACCOUNTS
  • Average Account Value
    $396,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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