Michael Shone
Operose Advisors · Milwaukee, Wisconsin
Michael Shone is a fee-only financial advisor at Operose Advisors in Milwaukee, Wisconsin. 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 |
| SEC registration | Investment adviser representative in WI · CRD 732323 |
| Exams passed | Series 63 (1983) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.operoseadvisors.com |
How Michael'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 Michael
Is Michael Shone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Operose Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Shone based?
Michael Shone is based in Milwaukee, Wisconsin.
Is Michael Shone registered with the SEC?
Yes. Michael Shone is registered as an investment adviser representative in WI (CRD 732323), 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 Michael Shone?
Through Michael'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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