Unclaimed Profile

Kristin Stanek

GENEVA CAPITAL MANAGEMENT LTD·MILWAUKEE, Wisconsin

Series 65Clean record6 years registeredGENEVA CAPITAL MANAGEMENT LTD

100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 6031252Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristin Stanek · MILWAUKEE, WI

Registration

CRD #6031252 · GENEVA CAPITAL MANAGEMENT LTD · 6 years registered

Brand Profile

Not yet started

Career History

OPEROSE ADVISORS LLC

Jan 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 29, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

CRD 105432 · SEC 801-28444

AUM

$5.8B

Regulatory assets under management

Employees

3,835 client accounts

Services offered by GENEVA CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at GENEVA CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kristin Stanek offer?

Kristin Stanek specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Kristin Stanek's credentials?

Kristin Stanek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Stanek located?

Kristin Stanek is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LTD. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Kristin Stanek charge for services?

Kristin Stanek's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA CAPITAL MANAGEMENT LTD?

GENEVA CAPITAL MANAGEMENT LTD has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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