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).

Current Firm Details
731 North Water Street, Suite 790, Milwaukee, WI 53202
https://www.linkedin.com/company/operose-partners
By the Numbers
  • Total Assets Under Management
    1,252
    MILLION
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $990,207
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Operose Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas Bauer, financial advisor Milwaukee WI
Nicholas C. Bauer
CRD#: 3099440
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

2
Caroline Jankowski, financial advisor Milwaukee WI
Caroline P. Jankowski
CRD#: 4944790
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

3
John McGregor, financial advisor Milwaukee WI
John S. McGregor
CRD#: 2856021
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

4
John Mielke, financial advisor Milwaukee WI
John K. Mielke
CRD#: 7127146
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

5
Kristin Stanek, financial advisor Milwaukee WI
Kristin L. Stanek
CRD#: 6031252
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

6
Daniel Stier, financial advisor Milwaukee WI
Daniel K. Stier
CRD#: 7808486
731 North Water Street, Suite 790, Milwaukee, WI 53202

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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