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Amanda Tricia Stark

Operose Advisors LLC

Milwaukee, WI

CRD 8173007

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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:

Current Employers
Operose Advisors Llc

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

Current Registrations

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

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
Kangaroo Brands Milwaukee WI 05/2016 01/2017
Groth And Associates Waukesha WI 01/2017 04/2017
Not Employed Waukesha WI 05/2017 05/2017
Johnson Controls Inc. Milwaukee WI 06/2017 05/2018
Cla Milwaukee WI 06/2018 09/2018
Not Employed Milwaukee WI 10/2018 12/2018
Ey Milwaukee WI 01/2019 12/2022
Vantage Financial Partners, Llc Elm Grove WI 01/2023 11/2025
Full Time Student Waukesha WI 09/2014 12/2018
Operose Advisors Llc Milwaukee WI 12/2025 Present
  • 05/2016 → 01/2017
    Kangaroo Brands
    Milwaukee, WI
  • 01/2017 → 04/2017
    Groth And Associates
    Waukesha, WI
  • 05/2017 → 05/2017
    Not Employed
    Waukesha, WI
  • 06/2017 → 05/2018
    Johnson Controls Inc.
    Milwaukee, WI
  • 06/2018 → 09/2018
    Cla
    Milwaukee, WI
  • 10/2018 → 12/2018
    Not Employed
    Milwaukee, WI
  • 01/2019 → 12/2022
    Ey
    Milwaukee, WI
  • 01/2023 → 11/2025
    Vantage Financial Partners, Llc
    Elm Grove, WI
  • 09/2014 → 12/2018
    Full Time Student
    Waukesha, WI
  • 12/2025 → Present
    Operose Advisors Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby 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

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