LL
Luke Lamanna
FOUNDER360° FAMILY OFFICE
MEQUON, WI
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CRD#: 6704140
LL
Luke LamannaFOUNDER360° FAMILY OFFICE
Professional summary
Luke Lamanna is a registered financial advisor currently at FOUNDER360° FAMILY OFFICE located in Mequon, Wisconsin.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Luke has worked at 2 firms .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
- Name of other business: Founder360� Essentials - Investment-related: No - Address: 10915 N Oriole Ln, Mequon, WI 53092 - Nature of the other business: Business diagnostic and planning software platform - Position/title/duties: Founder - Start date: 05/2026 - Approximate number of hours/month devoted to the other business: 1 - Number of hours devoted during securities trading hours: 1 - Name of other business: LaManna Properties - Investment-related: No - Address: 10915 N Oriole Ln, Mequon, WI 53092 - Nature of the other business: Short-term vacation rental business - Position/title/duties: Member - Start date: 08/2023 - Approximate number of hours/month devoted to the other business: 2 - Number of hours devoted during securities trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Luke Lamanna's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 24, 2026 - Present
FOUNDER360° FAMILY OFFICE
RIA
CRD#: 339296
MEQUON, WI
Past
September 12, 2016 - June 29, 2018
REINHART PARTNERS, LLC
RIA
CRD#: 106432
MEQUON, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(7/24/2026)
Exams
Current Firm
FF
FOUNDER360° FAMILY OFFICE
FOUNDER360 FAMILY OFFICE | FOUNDER360° FAMILY OFFICE, LLC | FOUNDER360° FAMILY OFFICE | FOUNDER360 FAMILY OFFICE, LLC
CRD#: 339296 / SEC#:
Wisconsin
Registered Investment Advisory firm - (7/24/2026 Approved)Loading...
Contact information
Main Address
Mequon, WI
Mailing Address
Phone number
(262) 442-6481
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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