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Jacob Robert Sheaf

Landaas & Co.

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About Jacob Robert Sheaf

Jacob Robert Sheaf is a Registered Representative associated with Landaas & Co. Jacob has been in the financial services industry since 2015 and has a designation as a Chartered Financial Consultant. Jacob's employment history includes positions with Nationwide Investment Services Corporation, Athletic Club of Columbus, Go Go Car Wash, Trade Global LLC, Capital University, Wealth Advisors Trust Co., Cain, Watters & Associates, LLC, and Landaas & Company, LLC. Jacob is currently licensed to provide investment advice in Wisconsin.

Firm Information

Jacob Sheaf 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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Jacob Sheaf’s Registration & Firm History

WI

10/02/2024 - Present

Landaas & Co. (MILWAUKEE WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Robert Sheaf.
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