Unclaimed
Thomas Pappenfus is a financial advisor with Landaas & Co. based in Milwaukee, WI. Thomas has been in the industry since 2009 and has extensive experience in securities and investment advising. Thomas has passed both Series 7 and Series 66 exams and holds registrations in several states including Texas, Wisconsin, and others. Thomas has a strong focus on individual and business clients, and specializes in providing financial planning services. Thomas also provides consultation services and is a licensed insurance agent in Wisconsin. He services insurance and annuity contracts for clients of Landaas & Co. Thomas is committed to providing his clients with comprehensive financial advice to meet their individual needs.
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
04/29/2013 - Present
Landaas & Co. (MILWAUKEE WI)
WI
04/02/2009 - 04/30/2009
AXA ADVISORS, LLC (GRAFTON WI)
WI
11/16/2007 - 01/07/2009
CHASE INVESTMENT SERVICES CORP. (BROOKFIELD WI)
WI
09/11/2007 - 10/23/2007
WELLS FARGO INVESTMENTS, LLC (WAUWATOSA WI)
WI
02/03/2006 - 03/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
BOTH
Issued 04/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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