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Caroline Probst Jankowski

OPEROSE ADVISORS LLC·MILWAUKEE, Wisconsin
Series 65Clean record6 years registeredOPEROSE ADVISORS LLC
731 NORTH WATER STREET, MILWAUKEE, WI 53202CRD# 4944790Firm CRD# 287465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caroline Probst Jankowski · MILWAUKEE, WI
Registration
CRD #4944790 · OPEROSE ADVISORS LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

OPEROSE ADVISORS LLC
Jan 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 16, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPEROSE ADVISORS LLC
CRD 287465 · SEC 801-118313
AUM
$1.3B
Regulatory assets under management
Employees
11
1,264 client accounts
Services offered by OPEROSE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OPEROSE ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Caroline Probst Jankowski offer?
Caroline Probst Jankowski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Caroline Probst Jankowski's credentials?
Caroline Probst Jankowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caroline Probst Jankowski located?
Caroline Probst Jankowski is based in MILWAUKEE, Wisconsin, working with OPEROSE ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Caroline Probst Jankowski charge for services?
Caroline Probst Jankowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPEROSE ADVISORS LLC?
OPEROSE ADVISORS LLC has approximately 11 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPEROSE ADVISORS LLC

Daniel Kenneth Stier
MILWAUKEE, WI
Nicholas Charles Bauer
MILWAUKEE, WI
Amanda Mary Nowaczynski
MILWAUKEE, WI

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