Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Stanek is a registered Investment Advisor Representative at Operose Advisors LLC, a firm based in Milwaukee, Wisconsin. Kristin has been a registered Investment Advisor Representative since January 29, 2020. Kristin holds a Series 65 license. Kristin's professional experience includes roles at Geneva Capital Management LLC and Operose Advisors LLC. Kristin specializes in providing financial planning, portfolio management, and selection of other advisors. Operose Advisors LLC manages over $1.2 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/29/2020 - Present
Operose Advisors LLC (MILWAUKEE WI)
IA
Issued 01/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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