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CE

Christopher A. Evers

OPEROSE ADVISORS
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 6387880
CE

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 10, 2022 - Present

OPEROSE ADVISORS LLC

Office #1: 731 North Water Street Suite 790, Milwaukee, WI 53202
RIA
CRD#: 287465
Milwaukee, WI
Past

December 5, 2014 - July 27, 2022

LANDAAS & COMPANY

RIA
CRD#: 47487
MILWAUKEE, WI
Past

September 29, 2014 - July 27, 2022

LANDAAS & COMPANY

BD
CRD#: 47487
MILWAUKEE, WI

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 - (3/30/2020 Approved)
Texas
Registered Investment Advisory firm - (3/31/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/31/2020 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(8/10/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/2014
General Securities Representative Examination

Current Firm

OA
OPEROSE ADVISORS LLC
OPEROSE ADVISORS LLC | OPEROSE PARTNERS LLC

CRD#: 287465 / SEC#: 801-118313

RIA
Registered Investment Advisory firm - (3/30/2020 Approved)
Texas
Registered Investment Advisory firm - (3/31/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/31/2020 Terminated)
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Contact information

Main Address
731 North Water Street Suite 790, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 209-3280
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OPEROSE ADVISORS FORM ADV PART 2A 2023-06-23 (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,418
AUM (Assets Under Management)$ 1,929,495,968

Accountant surprise examination report

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

Red Flags

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.

Company Information

OPEROSE ADVISORS LLC

CRD#: 287465Milwaukee, WI 53202

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