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Thomas Booth

Landaas & Co.

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About Thomas Booth

Thomas Booth is a financial advisor who has been working in the industry since August 2020. Thomas Booth currently works at Landaas & Co., but previously worked at Equitable Advisors, LLC. Thomas Booth is registered with the state of Wisconsin as a Registered Representative. Thomas Booth offers financial planning, portfolio management for businesses and individuals.

Firm Information

Thomas Booth 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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Thomas Booth’s Registration & Firm History

WI

04/13/2023 - Present

Landaas & Co. (MILWAUKEE WI)

WI

08/05/2020 - 03/30/2023

EQUITABLE ADVISORS, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 09/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Booth.
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