Lucas Walter miller Winskowski
Investment adviser representative at 818 Family Office, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- 818 Family Office, LLCFeb 2026 to now
- Alongside, LLCMay 2025 to now
- Oakwood Capital Securities, Inc.Apr 2024 to now
- 49 Wealth ManagementJan 2024 to now
- Outside ConsultantJan 2023 to Jan 2024
- Thrivent FinancialJun 2017 to Jan 2023
- Thrivent Investment Management IncMay 2011 to Jan 2023
- Thrivent Financial for LutheransMay 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
818 Family Office, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4640493
- Firm CRD
- 339082