Operose Advisors LLC

Operose Advisors LLC is a financial planner in Milwaukee, WI. The firm delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. It serves individuals and institutions seeking thoughtful stewardship of their assets, offering a comprehensive suite of family office services that includes administrative support, investment oversight, integrated financial reporting, and legacy planning. The team provides customized investment strategies built on a foundation of institutional expertise, helping clients diversify portfolios through access to alternative investments such as private equity, real estate, and private credit. With a 5.00 rating based on customer reviews, Operose is known for its high-touch service and responsive support.

The firm operates as an employee-controlled boutique with institutional backing, allowing it to invest deeply in client success. A robust research team and experienced tax professionals work in close collaboration with the advisory team to develop tax-efficient strategies that align with overall financial plans. The approach involves thoroughly assessing a client’s current financial situation, understanding long-term goals, and determining risk tolerance to construct portfolios based on desired outcomes, clear objectives, and liquidity requirements. The team provides ongoing monitoring and makes adjustments as needed based on market conditions and evolving circumstances.

The leadership team includes Founding Partner Nick Bauer, CFA; Partner, President, and Chief Investment Officer Dan Stier, CFA, ASA; and Partner, Chief Operating Officer Mandy Nowaczynski, CPA, CFP, MSPA. Other partners include Caroline Jankowski, Chief Compliance Officer; Chris Evers, CFP, Managing Director; and Skip McGregor, Managing Director. The firm also employs Matt Kulakow, CPA, as Tax Director, along with directors Beth Raduenz, Michael Shone, Kristin Stanek, and PJ Weyer, CFP. Vice Presidents include Jason Kausalik, CFA, Angie Newbauer, Christiana Schaefer, and Amanda Stark. Associates include Zach Bachinski, Jessie Bamberger, Barbara Blickle, Luke Cahalane, Anita Gjonbalaj, and Carolina Itsines. Katie Tracy serves as Office Manager.

Operose Advisors LLC holds a strong reputation, reflected in its 5.00 rating from customers who have reviewed its services. The firm is recognized for its high-caliber professionals and dedicated support every step of the way. Its employee-controlled structure ensures partners are invested in client success, fostering long-term relationships and deep expertise.

Operose Advisors LLC combines institutional resources with a boutique approach to help Milwaukee residents and businesses achieve their financial vision through tailored strategies and proactive stewardship.

Operose Advisors LLC is situated on North Water Street, just steps from The First House on the East Side of Milwaukee and the Sentinel Building.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, ensuring the website clearly describes its services and answers customer questions in a way AI assistants can quote. The business also received a Technical score of 96 out of 100, confirming the site is secure and indexed correctly so search engines can read it without errors.

Services:

• Alternative Investments
• Family Office Services
• Investment Advisory
• Tax Consulting