Lucas Winskowski is a CFP-designated registered investment advisor at 818 Family Office, LLC, based in Minneapolis, MN, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
30 South 9th Street, 7th Floor, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lucas is the President of 49 Wealth Management, a wealth management company, dedicating full-time hours to it. He is also an investor and strategic advisor for Nook, a marketing organization to credit unions, spending minimal time on this. Finally, Lucas is the beneficial owner of Alongside, LLC, an SEC registered Investment Advisor, spending a few hours per week on this.
Employment History
Current Registrations
818 Family Office, LLC
Alongside, LLC
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.