linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Robert Giles

Landaas & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Robert Giles

Steven Robert Giles is a registered representative with Landaas & Company. Steven has been in the securities industry since August 17, 2000. Landaas & Co. is an independent financial advisory firm headquartered in Milwaukee, Wisconsin. The firm has offices throughout the Midwest. Landaas & Company provides financial planning, investment management and consultation services.

Firm Information

Steven Giles 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Giles’s Registration & Firm History

WI

09/22/2000 - Present

Landaas & Co. (MILWAUKEE WI)

Not sure if Steven Robert Giles is right for you?

Licenses & Designations

BC

Issued 09/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Robert Giles.
Not sure if Steven Robert Giles is right for you?