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731 North Water Street Suite 790, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-09 |
| WI | RA | APPROVED | 2024-09-27 |
Branch Locations
731 North Water Street Suite 790, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Operose Advisors Llc | Milwaukee | WI | 08/2024 | Present |
| Miller Consulting | Roscoe | IL | 04/2024 | Present |
| Northwest Bank Of Rockford | Rockford | IL | 05/2022 | 04/2024 |
| First Community Credit Union | Beloit | WI | 09/2017 | 05/2022 |
| Parker Community Credit Union | Beloit | WI | 05/2014 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
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