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Jason Robert Kausalik

Operose Advisors LLC

Milwaukee, WI

CRD 6325369

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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 2026-04-09
  • WI RA
    APPROVED
    Since 2026-04-09

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
Operose Advisors Llc Milwaukee WI 01/2025 Present
Northwestern Mutual Milwaukee WI 01/2024 01/2025
Northwestern Mutual Milwaukee WI 08/2021 01/2024
Northwestern Mutual Milwaukee WI 11/2018 08/2021
Unemployed Milwaukee WI 07/2018 10/2018
Northwestern Mutual Milwaukee WI 06/2017 06/2018
University Of Wisconsin Milwaukee Milwaukee WI 01/2016 05/2017
  • 01/2025 → Present
    Operose Advisors Llc
    Milwaukee, WI
  • 01/2024 → 01/2025
    Northwestern Mutual
    Milwaukee, WI
  • 08/2021 → 01/2024
    Northwestern Mutual
    Milwaukee, WI
  • 11/2018 → 08/2021
    Northwestern Mutual
    Milwaukee, WI
  • 07/2018 → 10/2018
    Unemployed
    Milwaukee, WI
  • 06/2017 → 06/2018
    Northwestern Mutual
    Milwaukee, WI
  • 01/2016 → 05/2017
    University Of Wisconsin Milwaukee
    Milwaukee, WI
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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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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