Operose Advisors Employee Directory

Q: What is Operose Advisors known for?

Operose Advisors was founded in 2017. Operose Advisors operates in the Investment Management industry.

Q: How many employees does Operose Advisors have currently?

Operose Advisors has approximately 19 employees.

Investment ManagementWisconsin, United States11-50 Employees

Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.

We employ an institutional approach to individuals, families and organizations with planning, execution and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting and accountability.

Helping clients address complex investment and financial issues through customized solutions is our main goal. We strive to present options through proper due diligence and thoughtful, straightforward advice.

Find Operose Advisors employees' phone numbers or email addresses

Operose Advisors Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Operose Advisors's Leadership

J. K.
Vice President - Investment Data And Reporting
Mobile Phone
Email
N. B.
Managing Partner
Mobile Phone
Email
C. J.
Partner, Chief Compliance Officer
Mobile Phone
Email
R. S.
Shareholder / Partner
Mobile Phone
Email
S. M.
Partner
Mobile Phone
Email
B. R.
Vice President
Mobile Phone
Email
M. N.
Director
Mobile Phone
Email
K. S.
Director
Mobile Phone
Email

Contact profiles from Operose Advisors

Name

Title

Contact Info

Location

Last Update

N. B.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Sep 10, 2025
C. J.
Partner, Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Aug 07, 2025
R. S.
Shareholder / Partner
Mobile Phone
Email
United StatesWisconsin
Jan 10, 2025
S. M.
Partner
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2025
J. K.
Vice President - Investment Data And Reporting
Mobile Phone
Email
United StatesWisconsin
Nov 11, 2025
B. R.
Vice President
Mobile Phone
Email
United StatesWisconsin
Sep 10, 2025
M. N.
Director
Mobile Phone
Email
United StatesWisconsin
Nov 13, 2025
K. S.
Director
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2025
C. E.
Senior Accountant
Mobile Phone
Email
United StatesWisconsin
Sep 11, 2025
B. B.
Operations Associate
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025

Frequently Asked Questions

What is Operose Advisors known for?

Operose Advisors was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in 731 North Water Street, Suite 790. Explore Operose Advisors's company overview page for more information.

What is Operose Advisors's most common email format?

Operose Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Operose Advisors email formats with LeadIQ.

How many employees does Operose Advisors have currently?

Operose Advisors has approximately 19 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Operose Advisors's key employees and leadership?

As of December 2025, Operose Advisors's key employees include:

Vice President - Investment Data And Reporting: J. K.
Managing Partner: N. B.
Partner, Chief Compliance Officer: C. J.
Shareholder / Partner: R. S.
Partner: S. M.

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