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Patrick James Weyer

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
TX RA APPROVED 2026-04-09
WI RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2026-04-09
  • WI RA
    APPROVED
    Since 2024-05-01

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
Info Soft Group Milwaukee WI 01/2016 10/2016
Focused Tax Solutions Brookfield WI 10/2016 04/2018
Choice Advisors Brookfield WI 10/2016 04/2018
Securities Service Network Brookfield WI 01/2017 04/2018
Landaas & Company Milwaukee WI 04/2018 08/2020
Diversified Management, Inc. Milwaukee WI 08/2020 04/2024
Operose Advisors Llc Milwaukee WI 04/2024 Present
  • 01/2016 → 10/2016
    Info Soft Group
    Milwaukee, WI
  • 10/2016 → 04/2018
    Focused Tax Solutions
    Brookfield, WI
  • 10/2016 → 04/2018
    Choice Advisors
    Brookfield, WI
  • 01/2017 → 04/2018
    Securities Service Network
    Brookfield, WI
  • 04/2018 → 08/2020
    Landaas & Company
    Milwaukee, WI
  • 08/2020 → 04/2024
    Diversified Management, Inc.
    Milwaukee, WI
  • 04/2024 → Present
    Operose Advisors Llc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-11
  • S66 Uniform Combined State Law Examination
    2017-02-11
Designations

View on SEC IAPD

Other Firms

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

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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