Lucas Daniel Cahalane

Employer firm

Operose Advisors LLC CRD 287465

$2.04B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-03-30