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Lucas Daniel Cahalane

Operose Advisors LLC

Milwaukee, WI

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Current Employers
Operose Advisors Llc

731 North Water Street Suite 790, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-30
  • WI RA
    APPROVED
    Since 2026-03-30

Branch Locations

731 North Water Street Suite 790, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Operose Advisors Llc Milwaukee WI 01/2026 Present
Student Hartland WI 01/2016 06/2019
The Club At Lac La Belle Oconomowoc WI 06/2019 08/2019
Student Hartland WI 09/2019 06/2020
The Club At Lac La Belle Oconomowoc WI 06/2020 08/2020
Student Hartland WI 09/2020 06/2021
The Club At Lac La Belle Oconomowoc WI 06/2021 10/2021
Student Hartland WI 10/2021 12/2021
Good Harvest Market Pewaukee WI 01/2022 08/2022
Student Phoenix AZ 08/2022 05/2023
City Of Delafield Department Of Public Works Delafield WI 05/2023 08/2023
Student Phoenix AZ 08/2023 05/2024
New Berlin Plastics New Berlin WI 05/2024 08/2024
Student Phoenix AZ 08/2024 05/2025
Tko Miller Llc Milwaukee WI 05/2025 08/2025
Student Phoenix AZ 08/2025 12/2025
  • 01/2026 → Present
    Operose Advisors Llc
    Milwaukee, WI
  • 01/2016 → 06/2019
    Student
    Hartland, WI
  • 06/2019 → 08/2019
    The Club At Lac La Belle
    Oconomowoc, WI
  • 09/2019 → 06/2020
    Student
    Hartland, WI
  • 06/2020 → 08/2020
    The Club At Lac La Belle
    Oconomowoc, WI
  • 09/2020 → 06/2021
    Student
    Hartland, WI
  • 06/2021 → 10/2021
    The Club At Lac La Belle
    Oconomowoc, WI
  • 10/2021 → 12/2021
    Student
    Hartland, WI
  • 01/2022 → 08/2022
    Good Harvest Market
    Pewaukee, WI
  • 08/2022 → 05/2023
    Student
    Phoenix, AZ
  • 05/2023 → 08/2023
    City Of Delafield Department Of Public Works
    Delafield, WI
  • 08/2023 → 05/2024
    Student
    Phoenix, AZ
  • 05/2024 → 08/2024
    New Berlin Plastics
    New Berlin, WI
  • 08/2024 → 05/2025
    Student
    Phoenix, AZ
  • 05/2025 → 08/2025
    Tko Miller Llc
    Milwaukee, WI
  • 08/2025 → 12/2025
    Student
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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