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Matthew Adam Kulakow

Operose Advisors LLC

Milwaukee, WI

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Current Employers
Operose Advisors Llc

731 North Water Street Suite 790, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-11
  • WI RA
    APPROVED
    Since 2025-12-11

Branch Locations

731 North Water Street Suite 790, Milwaukee, WI 53202 • 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
Annex Wealth Management Brookfield WI 10/2024 12/2025
Sikich, Llc Brookfield WI 08/2022 10/2024
Andaloro, Smith, & Krueger, Llp Pewaukee WI 07/2015 08/2022
Operose Advisors Llc Milwaukee WI 12/2025 Present
  • 10/2024 → 12/2025
    Annex Wealth Management
    Brookfield, WI
  • 08/2022 → 10/2024
    Sikich, Llc
    Brookfield, WI
  • 07/2015 → 08/2022
    Andaloro, Smith, & Krueger, Llp
    Pewaukee, WI
  • 12/2025 → Present
    Operose Advisors Llc
    Milwaukee, WI
Previous Registrations
Other Businesses

Operose Tax Services, LLC. Not investment related, may review and prepare tax returns. Receives no additional compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

More in Milwaukee, WI

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