UNIPLAN INSTITUTIONAL ADVISORS LLC
CRD #314367 SEC #801-121382 MILWAUKEE, WI 262-534-3000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
12
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| IMPERIALE, RICHARD, PAUL | I | CHAIRMAN, SECRETARY-TREASURER, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, MARY, BETH | I | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMISON, KRIS, HUNTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER AND VICE PRESIDENT | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER AND VICE PRESIDENT | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER AND VICE PRESIDENT | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER AND VICE PRESIDENT | NA | Control |
| Werner, James, Thomas | I | CHIEF OPERATING OFFICER AND VICE PRESIDENT | NA | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
| UNIPLAN INVESTMENT COUNSEL, INC. | DE | OWNER OF 100% OF MEMBER INTERESTS | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (9)
AZ MA MO NH NV NY TN WA WI
Address
839 N JEFFERSON ST.SUITE 502
MILWAUKEE, WI 53202
United States
Phone: 262-534-3000