Landaas & Company
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 47487
- Registered since
- October 25, 1993
- Website
- www.landaas.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- HNWI74.03%
- Individuals25.45%
- Charitable Organizations0.49%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Landaas & Company, LLC is an independent broker-dealer and insurance broker that combines brokerage and advisory services for individuals, families and institutional clients. The firm is SEC-registered (registered in 1993) and provides financial planning and portfolio management for individuals, small businesses and institutional/business accounts. Its compensation mix includes asset-based fees, hourly billing and commissions, reflecting a hybrid advisory/brokerage model. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Robert Landaas
Chief Executive OfficerCRD 818449
Reuben Neese
Chief Information OfficerCRD 5509932
Contacts
3 of 22
Steven Giles
Senior Vice PresidentCRD 4199321
Kendall Bauer
Vice PresidentCRD 6314689
Robyn Abel
Registered RepresentativeCRD 6857150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$532M in ETFs
69%
$367M
22%
$164M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $123M | 333,669 | 23.22% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 411 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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