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Christopher Alan Evers

OPEROSE ADVISORS
MILWAUKEE, WI
·CRD# 6387880·12 years experience

Professional Summary

Christopher Alan Evers is a registered financial advisor currently at OPEROSE ADVISORS LLC located in Milwaukee, Wisconsin. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

12 years in the financial services industry

Current & Past Employments

OPEROSE ADVISORS LLC·CRD# 287465
RIA
731 North Water Street Suite 790, Milwaukee, WI 53202
August 10, 2022 - Present
LANDAAS & COMPANY·CRD# 47487
RIA
Milwaukee, WI
December 5, 2014 - July 27, 2022
LANDAAS & COMPANY·CRD# 47487
BD
Milwaukee, WI
September 29, 2014 - July 27, 2022

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Current Firm

OA
OPEROSE ADVISORS LLC

OPEROSE ADVISORS LLC | OPEROSE PARTNERS LLC

CRD#: 287465 / SEC#: 801-118313
RIA
Registered Investment Advisory firm - SEC (3/30/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (3/31/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/31/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

731 North Water Street Suite 790, Milwaukee, WI 53202

Phone Number

(414) 209-3280

# of Employees

20

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OPEROSE ADVISORS FORM ADV PART 2A 2023-06-23 (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,655

AUM (Assets Under Management)

$2,038,167,082

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/25/2025Cover PageReport
09/25/2024Cover PageReport

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Other business activities

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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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OA
OPEROSE ADVISORS LLC

OPEROSE ADVISORS LLC | OPEROSE PARTNERS LLC

CRD#: 287465 / SEC#: 801-118313
RIA
Registered Investment Advisory firm - SEC (3/30/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (3/31/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/31/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(4/14/2026)
IAR
Wisconsin
(8/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Alan Evers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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