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Amanda Tricia Stark

Investment adviser representative at Operose Advisors LLC
12 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

12 years in the industry.

  1. Operose Advisors LLCDec 2025 to now
  2. Vantage Financial Partners, LLCJan 2023 to Nov 2025
  3. EyJan 2019 to Dec 2022
  4. Not EmployedOct 2018 to Dec 2018
  5. ClaJun 2018 to Sep 2018
  6. Johnson Controls Inc.Jun 2017 to May 2018
  7. Not EmployedMay 2017 to May 2017
  8. Groth and AssociatesJan 2017 to Apr 2017
  9. Kangaroo BrandsMay 2016 to Jan 2017
  10. Full Time StudentSep 2014 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8173007
Firm CRD
287465
Advisor's SEC record (opens in a new tab)
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