# UNIPLAN INSTITUTIONAL ADVISORS LLC

UNIPLAN INSTITUTIONAL ADVISORS LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 314367
- Type: SEC-registered investment adviser
- SEC file number: 801-121382
- Location: 839 N JEFFERSON ST., SUITE 502, MILWAUKEE, WI, 53202
- Phone: 262-534-3000
- Latest filing: 2026-03-03
- Clients: 11

## Business model

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

## Officers, owners & control persons (8)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 360-210-7068 |
| — | — | 1 | 360-210-7068 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314367/similar
- Related entities: https://search.stillhousedata.com/firm/314367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314367

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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.