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Robert William Landaas

Landaas & Co.

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About Robert William Landaas

Robert Landaas has been in the financial services industry since 1976. Robert currently works for Landaas & Co., a firm registered with both the SEC and the State of Wisconsin. He is a licensed insurance agent in Wisconsin and provides insurance and annuity services to clients of Landaas & Co.. Robert Landaas is also a General Partner of the Producers Group, LTD, a non-investment related partnership. Robert focuses on providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Robert Landaas 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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Robert Landaas’s Registration & Firm History

WI

03/23/2000 - Present

Landaas & Co. (MILWAUKEE WI)

IL

08/13/1981 - 11/29/2000

FIRST SECURITIES CORPORATION (CHICAGO IL)

NA

06/28/1977 - 08/10/1981

EQUABLE SECURITIES CORPORATION

NA

09/06/1977 - 12/29/1978

TIME EQUITIES, INC.

NA

02/23/1976 - 08/20/1977

FPC SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 12/23/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/16/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert William Landaas. Review regulatory record here.
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