Patrick Weyer
Operose Advisors · Milwaukee, Wisconsin
Patrick Weyer is a fee-only financial advisor at Operose Advisors in Milwaukee, Wisconsin, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6741217 |
| Exams passed | Series 66 (2017) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.operoseadvisors.com |
How Patrick'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 Patrick
Is Patrick Weyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Operose Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Weyer based?
Patrick Weyer is based in Milwaukee, Wisconsin.
What credentials does Patrick Weyer hold?
Patrick Weyer holds the CFP credential.
Is Patrick Weyer registered with the SEC?
Yes. Patrick Weyer is registered as an investment adviser representative in TX and WI (CRD 6741217), 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 Patrick Weyer?
Through Patrick'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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