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Lauren Elizabeth Neese

Landaas & Co.

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About Lauren Elizabeth Neese

Lauren Elizabeth Neese is a registered investment advisor representative with Landaas & Co. Lauren is a dedicated financial professional with extensive experience in the industry. Lauren has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals. Lauren is passionate about building long-term relationships with her clients and is committed to providing them with the highest level of service and support.

Firm Information

Lauren Neese 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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Lauren Neese’s Registration & Firm History

WI

05/17/2021 - Present

Landaas & Co. (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 04/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Elizabeth Neese.
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