Jason Robert Kausalik
Investment adviser representative at Operose Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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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
10 years in the industry.
- Operose Advisors LLCJan 2025 to now
- Northwestern MutualNov 2018 to Jan 2025
- UnemployedJul 2018 to Oct 2018
- Northwestern MutualJun 2017 to Jun 2018
- University of Wisconsin MilwaukeeJan 2016 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 6325369
- Firm CRD
- 287465