Landaas & Company

Landaas & Company is a financial planner in Milwaukee, Wisconsin. The firm focuses on the needs and objectives of individual investors, providing customized investment portfolios designed to minimize risk and optimize returns. They serve clients by building long-term relationships through a philosophy of steady, patient management rather than chasing market fads.

As an independent money management firm, Landaas & Company established itself away from large banks and brokerage houses to provide objective investment advice. The team consists of accomplished professionals with diverse backgrounds and expertise. Beyond direct advisory services, the firm engages in investor outreach and public education through MoneyTalk, a platform featuring a weekly podcast, monthly newsletter, and various articles led by CEO Bob Landaas. The firm maintains high ethical standards and is registered as a broker/dealer with the Financial Industry Regulatory Authority, as well as an investment advisor with the United States Securities and Exchange Commission.

The office is located on East Wisconsin Avenue in downtown Milwaukee.

Landaas & Company is recognized for its commitment to communication and education, providing clients with the tools necessary to understand investment fundamentals. The firm's reputation is built upon decades of experience in the financial markets and a dedicated team of experts providing personalized support.

Through specialized portfolio management and a focus on long-term stability, Landaas & Company serves the Milwaukee community as a trusted financial planner.

Services:

• Client Education
• Investment Advice
• Long-term Relationship Building
• Portfolio Management
• Risk Minimization