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Michael William Shone

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 2025-06-05
  • WI RA
    APPROVED
    Since 2025-06-05

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
Peirce Park Group Inc. West Chester PA 09/1988 01/2017
Marquette Associates West Chester PA 01/2017 12/2021
Clariti Wealth Advisors Wilmington DE 01/2022 06/2023
Operose Advisors Llc Milwaukee WI 02/2025 Present
Retired Marco Island FL 06/2023 02/2025
  • 09/1988 → 01/2017
    Peirce Park Group Inc.
    West Chester, PA
  • 01/2017 → 12/2021
    Marquette Associates
    West Chester, PA
  • 01/2022 → 06/2023
    Clariti Wealth Advisors
    Wilmington, DE
  • 02/2025 → Present
    Operose Advisors Llc
    Milwaukee, WI
  • 06/2023 → 02/2025
    Retired
    Marco Island, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-12-06
  • S63 Uniform Securities Agent State Law Examination
    1983-12-06

View on SEC IAPD

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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

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