Landaas & Company logo

Landaas & Company

Updated today

Client AUM

$1,916,607,756

Clients

1,800

Advisors

19

across 3 offices

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

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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

See office

411 E. Wisconsin Ave

Milwaukee WI 53202

Advisors at this office

17

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

Also doing business as

Landaas · Landaas & Company · Landaas & Company, LLC

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

Robyn A

Series 66

Milwaukee, WI

Landaas & Company

Robyn Abel is a financial advisor with Landaas & Company in Milwaukee, WI. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Landaas & Company in 2022, Robyn worked at Baird and Wetzel Brothers, an RR Donnelley company. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

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 with Landaas & Company in New Berlin, WI. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with Landaas & Company. Mr. Pappenfus is also a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

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, holding a Series 66 designation with four years of industry experience. Prior to joining Landaas & Company, he worked at Amazon.com LLC for five years. He is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management as well as consulting 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 Series 66-licensed financial advisor at Landaas & Company with two years of industry experience. Prior to joining Landaas & Company, Patrice held positions in the hospitality sector, including roles at The Mothership, Balzac Wine Bar, Stone Creek Coffee, and Starbucks. Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management using mutual funds, ETFs, individual stocks and bonds, and alternative investments.

Wealth management Passive / index investing Active portfolio management
user avatar

Thomas B

Series 66

Milwaukee, WI

Landaas & Company

Thomas Booth is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable and Tricom Funding. Outside of finance, he has been involved with Door Dash. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build tailored portfolios across a range of investment vehicles and strategies.

Wealth management Passive / index investing Active portfolio management
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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 with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.

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, holding a Series 63 designation with 26 years of industry experience. He has been with Landaas & Company since 2004. Mr. Giles is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts for firm clients as part of his work with Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios, offering discretionary and non-discretionary asset management across a variety of investment vehicles tailored to clients' risk tolerance and objectives.

Wealth management Passive / index investing Active portfolio management
user avatar

Zoe S

Series 66

Milwaukee, WI

Landaas & Company

Zoe Shanaver is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Before entering the financial field, her background includes roles in the restaurant industry and volunteering with the United Way of Greater Milwaukee and Waukesha County. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives.

Wealth management Passive / index investing Active portfolio management
View complete list of advisors at this firm
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