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Operose Advisors LLC financial advisors in Milwaukee, WI
Every SEC-registered investment adviser representative at a Operose Advisors LLC office in Milwaukee, A to Z.
The short answer
13 registered advisors work at Operose Advisors LLC in Milwaukee, out of 13 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Operose Advisors LLC advisors in Milwaukee, A to Z
Every Operose Advisors LLC advisor →- Steven J. BackusInvestment adviser rep
- Nicholas C. BauerChartered Financial Analyst
- Lucas D. CahalaneInvestment adviser rep
- Christopher A. EversCertified Financial Planner
- Caroline P. JankowskiInvestment adviser rep
- Jason R. KausalikChartered Financial Analyst
- Matthew A. KulakowInvestment adviser rep
- John S. McGregor Jr.Investment adviser rep
- Amanda M. NowaczynskiCertified Financial Planner
- Michael W. ShoneInvestment adviser rep
- Kristin L. StanekInvestment adviser rep
- Amanda T. StarkInvestment adviser rep
- Daniel K. StierChartered Financial Analyst
Operose Advisors LLC advisors in every city and state →Operose Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Milwaukee
All Milwaukee advisors →Robert W. Baird & Co. Incorporated 369Northwestern Mutual Investment Services, LLC 109Johnson Wealth Inc. 37Morgan Stanley 37J.P. Morgan Securities LLC 33Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 28Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17
Questions
How many financial advisors does Operose Advisors LLC have in Milwaukee?
13 investment adviser representatives are registered at Operose Advisors LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Operose Advisors LLC one of the largest advisor employers in Milwaukee?
Operose Advisors LLC ranks number 16 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.
How do I check a Operose Advisors LLC advisor in Milwaukee?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Operose Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.