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Caroline Probst Jankowski

OPEROSE ADVISORS LLC·MILWAUKEE, Wisconsin
Clean recordOPEROSE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Caroline Probst Jankowski is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with OPEROSE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPEROSE ADVISORS LLC
OPEROSE ADVISORS LLC
AUM
$1.3B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at OPEROSE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4944790
Firm CRD# 287465
View on FINRA BrokerCheck →

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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
Amanda Mary Nowaczynski
MILWAUKEE, WI
Nicholas Charles Bauer
MILWAUKEE, WI

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