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839 N Jefferson St. Suite 502, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-15 |
Branch Locations
839 N Jefferson St. Suite 502, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uniplan Real Estate Advisors, F/K/A Forward Uniplan Advisors Inc | Milwaukee | WI | 10/1984 | 03/2021 |
| Uniplan Investment Counsel, Inc. | Milwaukee | WI | 08/2010 | Present |
| Uniplan Distributors, Llc | Milwaukee | WI | 08/2010 | 12/2023 |
| Uniplan Institutional Advisors Llc | Milwaukee | WI | 06/2021 | Present |
| Uniplan Consulting, Llc | Milwaukee | WI | 03/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-06 |
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