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PO

Perry M Opel

ARTISAN PARTNERS DISTRIBUTORS
MILWAUKEE, WI
·CRD# 5613596·17 years experience

Professional Summary

Perry M Opel, who also goes by Perry Opel, is a registered financial advisor currently at ARTISAN PARTNERS DISTRIBUTORS LLC located in Milwaukee, Wisconsin. Perry is registered as a RR (Registered Representative) and started their career in finance in 2008. Perry has worked at 2 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Perry Opel

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

ARTISAN PARTNERS DISTRIBUTORS LLC·CRD# 45446
BD
875 E. Wisconsin Avenue Suite 800, Milwaukee, WI 53202
August 21, 2023 - Present
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Bellevue, WA
January 12, 2009 - June 22, 2010
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Bellevue, WA
December 17, 2008 - June 22, 2010

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Current Firm

AP
ARTISAN PARTNERS DISTRIBUTORS LLC

ARTISAN DISTRIBUTORS LLC | ARTISAN PARTNERS DISTRIBUTORS LLC

CRD#: 45446 / SEC#: 8-51043
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

875 E. Wisconsin Avenue Suite 800, Milwaukee, WI 53202

Mailing Address

875 E. Wisconsin Avenue Suite 800, Milwaukee, WI 53202

Phone Number

(414) 390-6100

Established

Wisconsin since 12/12/1997

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ARTISAN PARTNERS HOLDINGS LPSOLE MEMBER OF LLC—
DEMSKI, JILL MARIECHIEF COMPLIANCE OFFICER4313464
HAMMAN, JAMES STEPHEN JRVICE PRESIDENT & SECRETARY2767492
KREIN, CHRISTOPHER JONVICE PRESIDENT4534130
RAMIREZ, GREGORY KENNETHCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER3094595
VON HOFF, RYAN GEORGEVICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER7169306

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(2/3/2026)
RR
Wisconsin
(8/30/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2023About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Jan 2009About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2023About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2008About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Perry M Opel's CRS (Customer Relationship Summary).

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