Brian Konop is a CFP-designated registered investment advisor at &partners, based in Oconomowoc, WI, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
141 E Wisconsin Ave, Oconomowoc, WI, 53066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns Umpire and Referee Services, dedicating about 10-20% of his time to umpiring youth games. He also owns La Belle Vue Wealth Management LLC, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Strong Investments, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.