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Brian Joseph Konop

&Partners

Oconomowoc, WI

Clayton, MO

CRD 4499603

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-27
WI RA APPROVED 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-27
  • WI RA
    APPROVED
    Since 2026-01-27

Branch Locations

141 E Wisconsin Ave, Oconomowoc, WI 53066 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Milwaukee WI 01/2011 11/2016
Wells Fargo Clearing Services, Llc Milwaukee WI 11/2016 02/2025
Wells Fargo Advisors Financial Network, Llc Oconomowoc WI 02/2025 01/2026
&Partners Nashville TN 01/2026 Present
Previous Registrations
  • 2025-02-13 → 2026-01-28
    Oconomowoc, WI
    St. Louis, MO
  • 2011-01-03 → 2025-02-13
    Menomonee Falls, WI
    Mequon, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
    Mequon, WI
    Shorewood, WI
    Wauwatosa, WI
    Oconomowoc, WI
    Menomonee Falls, WI
    Delafield, WI
    Waukesha, WI
    Waukesha, WI
    Oconomowoc, WI
  • 2008-01-02 → 2011-01-03
    Wells Fargo Investments, Llc
    Mequon, WI
    Menomonee Falls, WI
    Milwaukee, WI
    Milwaukee, WI
  • 2005-04-13 → 2008-01-22
    Menomonee Falls, WI
Other Businesses

LA BELLE VUE WEALTH MANAGEMENT, LLC POSITION: Owner/Member NATURE: LLC for practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Oconomowoc, WI 53066, United States DESCRIPTION: LLC for practice KONOP UMPIRE AND REFEREE SERVICES POSITION: Self-Employed Umpire NATURE: Baseball umpire for youth baseball leagues and high schools. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Oconomowoc, WI 53066, United States DESCRIPTION: Umpire

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-07
S63 Uniform Securities Agent State Law Examination 2002-03-12
  • S65 Uniform Investment Adviser Law Examination
    2005-04-07
  • S63 Uniform Securities Agent State Law Examination
    2002-03-12
Designations
  • Certified Financial Planner
Other Names
  • Brian J Konop

View on SEC IAPD

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