Landaas & Company, headquartered in Milwaukee, WI, is a leading local investment advisory firm with over 25 years of experience in the financial industry. With a team of 29 dedicated professionals, including 19 experienced investment advisors, they offer comprehensive and personalized financial services to a diverse clientele.
As an established firm, Landaas & Company manages a substantial amount of assets, averaging approximately $77,920,000 per investment advisor. While this falls within the industry average, their track record of success and commitment to delivering exceptional results set them apart. Their compensation struct...
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Assets Under Mgmt
$1.33B
Investment Professionals
19
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: CONSULTATION SERVICES
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.