AdvisorRanked
90
Clean

LANDAAS & COMPANY

411 E WISCONSIN AVE, MILWAUKEE, WI 53202
commissionSEC Registered
414-223-1099 twitter.com/_Money_Talk CRD #47487
$1.9B
Assets Managed
21
Clients
27
Employees
33
Years Active
since 1993

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: Yes

This firm is affiliated with a broker-dealer, which means they may earn commissions on product sales — creating a potential conflict between their revenue and your best interest.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 33 years.

Firm Details

Legal NameLANDAAS & COMPANY
CRD Number#47487
SEC RegisteredYes
Registration Date1993-10-25
States RegisteredWI
Assets Under Management$1.9B
Number of Clients21
Employees27
Compensation Typecommission
Last ADV Filing46111

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Frequently Asked Questions

Is LANDAAS & COMPANY a fiduciary?

No. LANDAAS & COMPANY is not registered as an RIA and is not legally bound by the fiduciary standard.

How does LANDAAS & COMPANY charge clients?

LANDAAS & COMPANY uses a commission compensation model. They also earn commissions on product sales, which may create conflicts of interest. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does LANDAAS & COMPANY have any complaints?

No. LANDAAS & COMPANY has zero complaints or disciplinary actions on file with the SEC or FINRA across 33 years of operation.

How does LANDAAS & COMPANY compare to other advisors in MILWAUKEE?

LANDAAS & COMPANY has a Red Flag Score of 90/100. There are 47 registered advisory firms in MILWAUKEE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.