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Michael D Hoelzl

Landaas & Co.

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About Michael D Hoelzl

Michael D. Hoelzl is a financial advisor registered with Landaas & Co. and is licensed in 28 states. Michael joined the firm in 2012 and has experience in the financial industry since 2013. Michael is active in both broker-dealer and investment advisor channels. Michael holds Series 66, Series 7, and SIE licenses. Michael is a licensed insurance agent in Wisconsin and serves clients of Landaas & Co.

Firm Information

Michael Hoelzl 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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Michael Hoelzl’s Registration & Firm History

WI

06/27/2014 - Present

Landaas & Co. (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 06/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael D Hoelzl.
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