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 is an independent broker-dealer and insurance broker organized as an LLC and registered with the SEC since 1993. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across households, small businesses, and larger business or institutional accounts. Its revenue mix includes asset-based fees, hourly billing and commissions. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
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
3 of 3
Reuben Neese
Chief Information OfficerCRD 5509932
Robert Landaas
Chief Executive OfficerCRD 818449
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 22
Adam Baley
Vice PresidentCRD 4667546
Arthur Rothschild
Senior Vice PresidentCRD 2153175
Kyle Tetting
PresidentCRD 5579589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$535M in ETFs
69%
$367M
22%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $123M | 333,669 | 23.09% |
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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