Amanda Mary Nowaczynski
Investment Adviser Representative at Operose Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amanda Mary Nowaczynski is an investment adviser representative with Operose Advisors LLC in Milwaukee, WI, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with Annex Wealth Management, LLC. They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SchenckSep 2010 – Jul 2017Milwaukee, WI
- Annex Wealth ManagementJul 2017 – Aug 2019Elm Grove, WI
- CliftonLarsonAllenSep 2019 – Apr 2023Wauwatosa, WI
- Operose Advisors LLCMay 2023 – Nov 2023Milwaukee, WI
- Operose Advisors LLCOct 2024 – no end date reportedMilwaukee, WI
- Operose Advisors LLCNov 2023 – Oct 2024Milwaukee, WI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Operose Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $300,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Milwaukee, WI
- SEC file number:
- 801-118313
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Operose Advisors LLC
Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Mary Nowaczynski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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