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Daniel Kenneth Stier

Operose Advisors LLC

Milwaukee, WI

CRD 7808486

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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:

Current Employers
Operose Advisors Llc

731 North Water Street Suite 790, Milwaukee, WI 53202 • United States

Current Registrations

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

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
Northwestern Mutual Milwaukee WI 12/2019 08/2023
Operose Advisors Llc Milwaukee WI 09/2023 Present
Northwestern Mutual Milwaukee WI 02/2013 12/2019
  • 12/2019 → 08/2023
    Northwestern Mutual
    Milwaukee, WI
  • 09/2023 → Present
    Operose Advisors Llc
    Milwaukee, WI
  • 02/2013 → 12/2019
    Northwestern Mutual
    Milwaukee, WI
Designations
  • Chartered Financial Analyst
Other Names
  • Daniel Stier

View on SEC IAPD

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Nearby Offices

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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