Advisor at Landaas & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Racine, WI
Credentials
CFP®, Series 63
Industry experience
34 years
Arthur Rothschild is a CFP® with 34 years of industry experience and has been with Landaas & Company since 1992. He is based in Racine, WI, and holds a Series 63 license. In addition to his advisory role, Mr. Rothschild is a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, and combines investment advisory, broker-dealer, and insurance services within its multi-team structure.
Based on Landaas & Company
Based on Landaas & Company
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Clients pay transaction fees including a flat $22 per trade side execution and clearance fee, among other transaction fees detailed by custodian; commissions apply to securities transactions.
Consulting services charged hourly at rates ranging from $150 to $500 per hour, depending on scope and nature of services.
Account minimum: $50,000
Racine, WI
Florida · Texas · Virginia · Wisconsin
Landaas & Company
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Racine, WI
Financial Justus
Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 clients.
Series 65
Kenosha, WI
Life's Sanctuary Financial Planning, LLC
William Kaufmann is a financial advisor at Life's Sanctuary Financial Planning, LLC in Kenosha, WI, holding a Series 65 credential with five years of industry experience. Prior to founding his firm, he worked at Genentech, Inc. for 16 years and served as a Senior Oncology Sales Specialist at Eisai, Inc. outside of his advisory role. Life’s Sanctuary Financial Planning is a registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily composed of equities, mutual funds, ETFs, REITs, limited partnerships, bonds, and occasionally options, with a focus on discretionary management.
CFP®, ChFC®, Series 63, Series 66
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Jordan Financial Life Planning
CFP®, Series 63
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Prophet Wealth Management
Marc Hujik is a financial advisor with Prophet Wealth Management in Kenosha, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Prophet Asset Management since 1999. Outside of advisory work, Hujik is a founder of South Port Bank in Kenosha and owns and manages a vineyard and winery in Oregon. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a quantitative and research-driven approach to portfolio construction and manages discretionary accounts across a small client base.
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