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Patrick James Weyer

Operose Advisors LLC

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About Patrick James Weyer

Patrick James Weyer is a financial advisor registered with Operose Advisors LLC in Milwaukee, WI. Patrick has been in the industry since 2017, holding previous roles with Landaas & Company and Securities Service Network, LLC. Patrick holds the Series 7 and Series 66 licenses and the SIE exam. Patrick specializes in retirement planning, financial planning, and portfolio management. Patrick is a Certified Financial Planner and has experience working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth clients.

Firm Information

Patrick Weyer is currently registered with Operose Advisors LLC. Operose Advisors LLC is an investment advisor headquartered in Milwaukee, WI. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They manage approximately $1.25 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and retirement plans.
Operose Advisors LLC

731 NORTH WATER STREET

MILWAUKEE, WI 53202

$1.25B

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Weyer’s Registration & Firm History

WI

05/01/2024 - Present

Operose Advisors LLC (MILWAUKEE WI)

WI

05/01/2018 - 08/28/2020

LANDAAS & COMPANY (MILWAUKEE WI)

WI

01/06/2017 - 04/24/2018

SECURITIES SERVICE NETWORK, LLC (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 02/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick James Weyer.
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