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VERIFIED COMPANY DOSSIER

Landaas & Company, LLC

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Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas & Company offers objective investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us. Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals. Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return. As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul. Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community. We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff. Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority. Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.

Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas & Company offers objective investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us. Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals. Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return. As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul. Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community. We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff. Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority. Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.

Primary SectorFinancial Services
Workforce Size11-50 Employees
Global HQMilwaukee, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1987
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
411 E. Wisconsin Ave., Suite 2000 WI Milwaukee
City
Milwaukee
Region / State
Wisconsin
Postal Code
53202-4426
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainlandaas.com
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LinkedIn NetworkActive Profile
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