Kristin
Stanek
Operose Advisors LLC
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About this Advisor
Kristin Stanek is a financial advisor based in Milwaukee, Wisconsin, working with Operose Advisors LLC. Kristin has previously held positions at Operose Advisors LLC and Geneva Capital Management LLC. Kristin has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Kristin is part of Operose Advisors LLC, which operates out of Milwaukee, Wisconsin. The firm has 11 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Operose Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Operose Advisors LLC Brokerage Details
$1,251,622,256
11
1,264
$990,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kristin Stanek Work History
Operose Advisors LLC
Geneva Capital Management LLC
Disclosures
Please visit the SEC profile of Kristin Stanek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Operose Advisors LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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