# UNIPLAN INVESTMENT COUNSEL, INC.

UNIPLAN INVESTMENT COUNSEL, INC. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 154718
- Type: SEC-registered investment adviser
- SEC file number: 801-71802
- Location: 839 N JEFFERSON ST., SUITE 502, MILWAUKEE, WI, 53202
- Phone: 262-534-3000
- Latest filing: 2026-05-15
- Regulatory AUM: $330.5M
- Discretionary AUM: $330.5M
- Clients: 11
- Accounts: 437

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Werner Peter Thomas | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND VICE PRESIDENT | Delaware, OH |
| Richard Paul Imperiale | CHAIRMAN, SECRETARY-TREASURER, DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Kris Hunter Jamison | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Mary Beth Jacobson | VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER, SECRETARY; VICE PRESIDENT, DIRECTOR OF REPORTING AND COMPLIANCE, CHIEF COMPLIANCE OFFICER, SECRETARY | Milwaukee, WI |
| James Thomas Werner | CHIEF OPERATING OFFICER AND VICE PRESIDENT | — |
| IMPERIALE RICHARD PAUL | CHAIRMAN, SECRETARY-TREASURER, DIRECTOR, CHIEF INVESTMENT OFFICER; CHAIRMAN, SECRETARY-TREASURER, DIRECTOR. CHIEF INVESTMENT OFFICER; PRESIDENT, SECRETARY-TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DECORA JEFFREY SCOTT | VICE PRESIDENT-COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| JAMISON KRIS HUNTER | EXECUTIVE VICE PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JACOBSON MARY BETH | VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER, SECRETARY; VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER, SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154718/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154718/similar
- Related entities: https://search.stillhousedata.com/firm/154718/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154718

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.