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Inactive

Luke Lamanna

Founder360° Family Office

Mequon, WI

CRD 6704140

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Employer firm

Founder360° Family Office CRD 339296

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Founder360° Family Office

Mequon, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-24
  • WI RA
    APPROVED
    Since 2026-07-24

Branch Locations

Mequon, WI • 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
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
  • 09/2016 → 07/2018
    Reinhart Partners, Inc.
    Mequon, WI
  • 08/2025 → Present
    Founder360° Family Office, Llc
    Mequon, WI
  • 03/2016 → 05/2025
    Lakeshore Family Dentistry
    Glendale, WI
  • 10/2020 → 08/2025
    Cottage Row Partners
    Mequon, WI
Previous Registrations
Other Businesses

- 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

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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