A complete list of active advisors currently associated with Landaas & Company

Warmer can help you find a great advisor at Landaas & Company or one who fits your needs even better.

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.

To learn more about the advisors currently working at Landaas & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.