Jason Kausalik
Operose Advisors · Milwaukee, Wisconsin
Jason Kausalik 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.
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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 WI · CRD 6325369 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.operoseadvisors.com |
How Jason's firm compares
- Operose Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,655 accounts).
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Questions about Jason
Is Jason Kausalik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?
Jason's firm, Operose Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Kausalik based?
Jason Kausalik is based in Milwaukee, Wisconsin.
What credentials does Jason Kausalik hold?
Jason Kausalik holds the CFA credential.
Is Jason Kausalik registered with the SEC?
Yes. Jason Kausalik is registered as an investment adviser representative in WI (CRD 6325369), 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 Jason Kausalik?
Through Jason'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.
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