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Daniel Kenneth Stier

OPEROSE ADVISORS LLC·MILWAUKEE, Wisconsin
Clean record2 years registeredOPEROSE ADVISORS LLC
731 NORTH WATER STREET, MILWAUKEE, WI 53202CRD# 7808486Firm CRD# 287465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Kenneth Stier · MILWAUKEE, WI
Registration
CRD #7808486 · OPEROSE ADVISORS LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

OPEROSE ADVISORS LLC
Oct 2023 – present
02

Registrations & Exams

Registration record
First registered · October 4, 2023
Years registered · 2
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 →
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05

Frequently Asked Questions

What services does Daniel Kenneth Stier offer?
Daniel Kenneth Stier specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Daniel Kenneth Stier's credentials?
Daniel Kenneth Stier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Kenneth Stier located?
Daniel Kenneth Stier is based in MILWAUKEE, Wisconsin, working with OPEROSE ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Daniel Kenneth Stier charge for services?
Daniel Kenneth Stier'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

Caroline Probst Jankowski
MILWAUKEE, WI
Nicholas Charles Bauer
MILWAUKEE, WI
Amanda Mary Nowaczynski
MILWAUKEE, WI

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