Lucas Daniel Cahalane
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Operose Advisors LLCJan 2026 to now
- StudentAug 2025 to Dec 2025
- Tko Miller LLCMay 2025 to Aug 2025
- StudentAug 2024 to May 2025
- New Berlin PlasticsMay 2024 to Aug 2024
- StudentAug 2023 to May 2024
- City of Delafield Department of Public WorksMay 2023 to Aug 2023
- StudentAug 2022 to May 2023
- Good Harvest MarketJan 2022 to Aug 2022
- StudentOct 2021 to Dec 2021
- The Club at Lac La BelleJun 2021 to Oct 2021
- StudentSep 2020 to Jun 2021
- The Club at Lac La BelleJun 2020 to Aug 2020
- StudentSep 2019 to Jun 2020
- The Club at Lac La BelleJun 2019 to Aug 2019
- StudentJan 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Operose Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8224730
- 287465