Patrick James Weyer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2020-09-14 → 2024-04-28
  Diversified Management Inc
  Milwaukee, WI
• 2018-05-01 → 2020-08-28
  Landaas & Company
  Milwaukee, WI
  Milwaukee, WI
• 2017-02-17 → 2018-04-24
  Ssn Advisory, Inc.
  Brookfield, WI

Exams

• S66 Uniform Combined State Law Examination
  2017-02-11

Designations

• Certified Financial Planner