UNIPLAN INSTITUTIONAL ADVISORS LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 314367).
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Werner Peter Thomas | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND VICE PRESIDENT | Delaware, OH |
| Richard Paul Imperiale | CHAIRMAN, DIRECTOR, CHIEF INVESTMENT OFFICER; CHAIRMAN, SECRETARY-TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| Kris Hunter Jamison | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Mary Beth Jacobson | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER | Milwaukee, WI |
| James Thomas Werner | CHIEF OPERATING OFFICER AND VICE PRESIDENT | — |
| IMPERIALE RICHARD PAUL | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| JAMISON KRIS HUNTER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JACOBSON MARY BETH | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 360-210-7068 |
| — | — | 1 | 360-210-7068 |