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.
You can also browse Landaas & Company's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)