Kristin Lee Stanek
Investment adviser representative at Operose Advisors LLC
22 yearsExperience
1 stateRegistered in
$2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Operose Advisors LLCJun 2018 to now
- UnemployedJul 2017 to Jun 2018
- Geneva Capital Management LLCSep 2004 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Operose Advisors LLC
$2BAssets managed
511Clients
14Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6031252
- Firm CRD
- 287465