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 that provides financial planning and portfolio management for individuals, families, small businesses, and institutions. The firm has been SEC‑registered since 1993 and operates under a mix of compensation methods, including percentage of AUM, hourly charges, and commissions. Landaas offers both advisory services (financial planning and discretionary portfolio management) and brokerage/insurance solutions rather than positioning itself as a capital allocator. The firm is not identified 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 2REUBEN NEESE
Chief Information OfficerCRD 5509932
ROBERT LANDAAS
Chief Executive OfficerCRD 818449
Contacts
3 of 23ADAM 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 80Active vs passive
$444M in ETFs
71%
$316M
21%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $108M | 335,642 | 24.26% |
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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