Milwaukee, WI Office

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Zoe Shanaver is a financial advisor at Landaas & Company with a Series 66 designation and one year of industry experience. Prior to joining Landaas & Company, she held various roles in the hospitality and retail sectors and was a full-time college student. She also worked for the United Way of Greater Milwaukee and Waukesha County. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Jack Gloss is a financial advisor at Landaas & Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Funds Distributor, Wells Fargo Clearing Services, and TD Ameritrade. 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 construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management alongside consulting and financial planning.

Robert Landaas is a financial advisor at Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has been with Landaas & Company since 1989. 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 create diversified portfolios tailored to client objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.