Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
F
FINRA
Not sure Robert Landaas is the right advisor for you? Invested Better is here to help.