Operose Advisors LLC
Operose Advisors LLC (CRD# 287465) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,251,622,256 in 1,264 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management1,252MILLION
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Total Number of Accounts1,264ACCOUNTS
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Average Account Value$990,207
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, TX, WI
Nicholas Bauer (CRD# 3099440) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.
Caroline Jankowski (CRD# 4944790) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 4 years of experience in the finance industry.
John McGregor (CRD# 2856021) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 22 years of experience in the finance industry.
John Mielke (CRD# 7127146) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 4 years of experience in the finance industry.
Kristin Stanek (CRD# 6031252) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 4 years of experience in the finance industry.
Daniel Stier (CRD# 7808486) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has 1 year of experience in the finance industry.