Kristin Lee Stanek

Employer firm

Operose Advisors LLC CRD 287465

$2.04B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 01/2020
  Operose Advisors Llc
  Milwaukee, WI
• 07/2017 → 06/2018
  Unemployed
  Menomonee Falls, WI
• 09/2004 → 07/2017
  Geneva Capital Management Llc
  Milwaukee, WI
• 01/2020 → Present
  Operose Advisors Llc
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-29

Other Names

• Kristin Stanek