Robert Landaas

Landaas & Company

49 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Landaas & Company

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,771 clients

Average Client Portfolio

$974K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$50K

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.5M	0.80%
$2.5M - $5.0M	0.60%
$5M+	0.50%

Fees may be negotiable and vary based on account type, securities, value, trading activity, and required expertise.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

411 E. Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History (1)

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Regulatory

December 2018

Final

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Other Business ActivitiesSells Insurance

Robert is the General Partner of the Producers Group, LTD, a non-investment related partnership, and spends minimal time filing its annual tax return. Robert is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts for clients of Landaas & Company, LLC.

Employment History

Current Registrations

Landaas & Company

March 2000 - Present · 26 yrs

Landaas & CompanyBroker

November 1999 - Present · 26 yrs 4 mos

Previous Registrations

First Securities CorporationBroker

August 1981 - November 2000 · 19 yrs 3 mos

Time Equities, INC.Broker

September 1977 - December 1978 · 1 yr 3 mos

Equable Securities CorporationBroker

June 1977 - August 1981 · 4 yrs 2 mos

Fpc Securities CorporationBroker

February 1976 - August 1977 · 1 yr 6 mos

State Registrations1 state

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.