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Landaas & Company

Updated today

Client assets under management

$1,916,607,756

Clients

1,800

34% high-net worth

Advisors

18

of 27 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

100

High

Average account size

$1,064,782

About

Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individual (both non-high-net-worth and high-net-worth) investors, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non‑discretionary asset management—using mutual funds, ETFs, individual stocks and bonds, and alternative investments—as well as consulting and financial planning engagements.

The firm’s representatives use fundamental and technical analysis to build diversified portfolios and pursue both short‑ and long‑term strategies, tailoring allocations to clients’ risk tolerance and objectives and, when appropriate, engaging third‑party managers. New client engagements begin with an analysis of objectives and risk tolerance and include periodic reviews and reporting; clients may impose reasonable restrictions on portfolio management.

Distinctive for a multi‑team advisory firm, Landaas is also a FINRA‑member introducing broker‑dealer to Pershing and has representatives who act as insurance agents, creating additional revenue channels and related conflicts of interest it discloses and manages. The brochure describes several broker‑dealer arrangements that affect trade execution and mutual fund selection (including a flat transaction fee structure and participation in certain no‑transaction‑fee programs), notes steps the firm takes to rebalance or rebate distribution fees to advisory accounts, and documents past regulatory matters and subsequent policies such as an annual surprise custody exam and a formal code of ethics.

Client services

Financial planning Portfolio management Consultation services

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$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

Commissions

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.

Project-based

Consulting services charged hourly at rates ranging from $150 to $500 per hour, depending on scope and nature of services.

Other

Account minimum: $50,000

Main office location

Landaas & Company

411 E Wisconsin Ave, 20 Th Floor

Milwaukee WI 53202, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Kentucky · Louisiana · Michigan · Minnesota · Missouri · Nevada · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lauren N

Series 66

Milwaukee, WI

Landaas & Company

Lauren Neese is a financial advisor at Landaas & Company with five years of industry experience. She holds the Series 66 designation and has been with Landaas & Company since 2019. Prior to that, she worked at Llr and spent several years in homemaking. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Wealth management Passive / index investing Active portfolio management
user avatar

Linda H

Series 63

Rogersville, TN

Landaas & Company

Linda Hager is a financial advisor at Landaas & Company with 24 years of industry experience. She has been with Landaas & Company since 1999 and holds the Series 63 designation. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to create diversified portfolios tailored to clients’ objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Robyn A

Series 66

Milwaukee, WI

Landaas & Company

Robyn Abel is a financial advisor at Landaas & Company with seven years of industry experience. She holds a Series 66 designation and has worked previously at Baird, Wetzel Brothers (an RR Donnelley Company), and The Bon Ton Stores. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Ryan H

Series 66

Milwaukee, WI

Landaas & Company

Ryan Hoffman is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at UC Jonas LLC, Mina Pasta LLC, Balzac, and Club Portraits LLC. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Kendall B

Series 66

Milwaukee, WI

Landaas & Company

Kendall Bauer is a financial advisor at Landaas & Company in Milwaukee, WI, with 11 years of industry experience. He holds the Series 66 designation and has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering both advisory and brokerage services along with insurance product implementations.

Wealth management Passive / index investing Active portfolio management
user avatar

Arthur R

CFP®, Series 63

Racine, WI

Landaas & Company

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.

Wealth management Passive / index investing Active portfolio management
user avatar

Thomas P

Series 66

New Berlin, WI

Landaas & Company

Thomas Pappenfus is a financial advisor at Landaas & Company with 14 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2012. Pappenfus is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm's clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Blake M

Series 66

Milwaukee, WI

Landaas & Company

Blake Miller is a financial advisor at Landaas & Company with two years of industry experience. He holds the Series 66 designation and previously worked at Robert W Baird for one year. Prior to entering the financial industry, Blake held various roles including positions at Starbucks and in education with the Kewaskum School District. 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 clients’ objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Adam B

Series 63

Milwaukee, WI

Landaas & Company

Adam Baley is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Landaas & Company since 2001. In addition to his advisory role, Mr. Baley is a licensed insurance intermediary in Wisconsin and serves as a registered para-planner, handling insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios and provides brokerage and insurance services through its broker-dealer registration and licensed representatives.

Wealth management Passive / index investing Active portfolio management
user avatar

John S

Series 66

Milwaukee, WI

Landaas & Company

John Sandstrom is a financial advisor at Landaas & Company in Milwaukee, WI, with three years of industry experience. He holds a Series 66 designation and previously worked at Amazon.com LLC and Marquette University. Sandstrom is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts exclusively for clients of Landaas & Company. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, offering a blend of advisory, brokerage, and insurance services.

Wealth management Passive / index investing Active portfolio management
user avatar

David S

Series 66

Milwaukee, WI

Landaas & Company

David Sandstrom is a financial advisor at Landaas & Company with 13 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2013. Sandstrom is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, offering integrated investment advisory, brokerage, and insurance services.

Wealth management Passive / index investing Active portfolio management
user avatar

Patrice G

Series 66

Milwaukee, WI

Landaas & Company

Patrice Gentile is a financial advisor at Landaas & Company with one year of industry experience. She holds the Series 66 designation and has worked in various roles including at The Mothership and Club Partraits, LLC. Landaas & Company is an SEC-registered investment adviser that provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to create diversified portfolios and offers brokerage and insurance services through its broker-dealer registration.

Wealth management Passive / index investing Active portfolio management
user avatar

Thomas B

Series 66

Milwaukee, WI

Landaas & Company

Thomas Booth is a financial advisor at Landaas & Company in Milwaukee, WI, with five years of industry experience. He holds the Series 66 designation and has worked previously at Equitable and Tricom Funding. Outside of his advisory role, he is involved with Door Dash. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
user avatar

Kyle T

Series 63, Series 65

Milwaukee, WI

Landaas & Company

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Landaas & Company since 2006. Mr. Tetting is also a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for 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, offering a combination of investment advisory, brokerage, and insurance services.

Wealth management Passive / index investing Active portfolio management
user avatar

Steven G

Series 63

Milwaukee, WI

Landaas & Company

Steven Giles is a financial advisor at Landaas & Company in Milwaukee, WI, with 25 years of industry experience. He has been with Landaas & Company since 2004 and holds a Series 63 designation. In addition to his advisory role, Mr. Giles is a licensed insurance agent in Wisconsin, providing insurance and annuity services to the firm's clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios and integrates brokerage and insurance services through its licensed representatives.

Wealth management Passive / index investing Active portfolio management
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