Daniel Stier
Operose Advisors · Milwaukee, Wisconsin
Daniel Stier is a fee-only financial advisor at Operose Advisors in Milwaukee, Wisconsin, who holds the CFA credential. Operose Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Daniel →
Facts
| Firm | Operose Advisors |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 1,655 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX, WI · CRD 7808486 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.operoseadvisors.com |
How Daniel's firm compares
- Operose Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,655 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Stier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Operose Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Operose Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Stier based?
Daniel Stier is based in Milwaukee, Wisconsin.
What credentials does Daniel Stier hold?
Daniel Stier holds the CFA credential.
Is Daniel Stier registered with the SEC?
Yes. Daniel Stier is registered as an investment adviser representative in IL, TX and WI (CRD 7808486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Operose Advisors manage?
Operose Advisors reports $2.06B across 1,655 accounts in assets under management.
How do I contact Daniel Stier?
Through Daniel's website, www.operoseadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.