Best Investors
Account
Sign in
Founder360° Family Office CRD 339296
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Mequon, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reinhart Partners, Inc. | Mequon | WI | 09/2016 | 07/2018 |
| Founder360° Family Office, Llc | Mequon | WI | 08/2025 | Present |
| Lakeshore Family Dentistry | Glendale | WI | 03/2016 | 05/2025 |
| Cottage Row Partners | Mequon | WI | 10/2020 | 08/2025 |
- 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
Reach out to this advisor