Amanda Mary Nowaczynski

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

• 09/2010 → 07/2017
  Schenck
  Milwaukee, WI
• 07/2017 → 08/2019
  Annex Wealth Management
  Elm Grove, WI
• 09/2019 → 04/2023
  Cliftonlarsonallen
  Wauwatosa, WI
• 05/2023 → 11/2023
  Operose Advisors Llc
  Milwaukee, WI
• 10/2024 → Present
  Operose Advisors Llc
  Milwaukee, WI
• 11/2023 → 10/2024
  Operose Advisors Llc
  Milwaukee, WI

Previous Registrations

• 2017-08-10 → 2019-10-23
  Annex Wealth Management, Llc
  Brookfield, WI

Other Businesses

Operose Tax Services LLC. Not investment related, may review and prepare tax returns. Receives no additional compensation.

Designations

• Certified Financial Planner

Other Names

• Amanda Mary Gamerdinger