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Jack Gloss

Landaas & Co.

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About Jack Gloss

Jack Gloss is a financial advisor with Landaas & Co., a Milwaukee-based firm. Jack has been in the financial industry since 2018. Jack is registered in Wisconsin as both a broker-dealer and an investment advisor. Jack holds the Series 63, 66, and 7 licenses as well as the SIE. Jack has experience working with high-net-worth individuals, corporations, and charitable organizations. Jack provides portfolio management, financial planning, and consultation services.

Firm Information

Jack Gloss is currently registered with Landaas & Co.. Landaas & Co. is a Limited Liability Company headquartered in Milwaukee, Wisconsin, and registered with the SEC and all 50 states. Founded in 1989, the firm provides financial planning, portfolio management, and consultation services to individuals, corporations, and charitable organizations. The firm has $1 billion - $10 billion in assets under management and has over 1600 clients, including high-net-worth individuals and corporations. Landaas & Co. has a strong online presence with a website, Twitter, Youtube, and LinkedIn account.
Landaas & Co.

411 E WISCONSIN AVE

MILWAUKEE, WI 53202

$1.52B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Gloss’s Registration & Firm History

WI

03/13/2024 - Present

Landaas & Co. (MILWAUKEE WI)

WI

03/10/2021 - 01/31/2024

ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

MO

11/01/2018 - 03/16/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

11/15/2017 - 10/23/2018

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Gloss.
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