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BK

Brian D. Kilb

Some features on this profile are disabled
CRD#: 2908046
BK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Donald Kilb was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1997. Brian had worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Kilb is a partner in an LLC, Wisconsin Suds, which invests in private beverage companies. This activity commenced in 2012. Mr. Kilb does not have active management responsibility and is passive member. Mr. Kilb devotes 6 hours a month to this activity outside of Landaas & Company's normal operating hours. Mr. Kilb is a licensed insurance agent in the state of Wisconsin. Mr. Kilb services insurance and annuity contracts for clients of Landaas & Company, LLC as part of his normal duties with Landaas & Company and does not service clients that are not clients of Landaas & Company. Mr. Kilb does not conduct insurance activities outside of Landaas & Company normal business hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 23, 2000 - January 26, 2023

LANDAAS & COMPANY

RIA
CRD#: 47487
MILWAUKEE, WI
Past

November 29, 1999 - January 26, 2023

LANDAAS & COMPANY

BD
CRD#: 47487
MILWAUKEE, WI
Past

August 27, 1997 - November 29, 2000

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
L&
LANDAAS & COMPANY
LANDAAS | LANDAAS & COMPANY, LLC | LANDAAS & COMPANY

CRD#: 47487 / SEC#: 801-45055, 8-51826

RIA
Registered Investment Advisory firm - SEC (10/25/1993 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/24/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/21/2017
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 6/25/1999
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

L&
LANDAAS & COMPANY
LANDAAS | LANDAAS & COMPANY, LLC | LANDAAS & COMPANY

CRD#: 47487 / SEC#: 801-45055, 8-51826

RIA
Registered Investment Advisory firm - SEC (10/25/1993 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
411 E. Wisconsin Ave 20th Floor, Milwaukee, WI 53202
Mailing Address
411 E. Wisconsin Ave, Milwaukee, WI 53202
Phone number
(414) 223-1099
Established
Wisconsin since 07/20/1989
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
25

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

LANDAAS & COMPANY BROCHURE (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
NEESE, LAUREN ELIZABETHMEMBER4653462
NEESE, REUBEN TAITMEMBER5509932
RWL HOLDINGS, INC.MEMBER
TETTING, KYLE ARTHURPRESIDENT5579589
LANDAAS, ROBERT WILLIAMCHAIRMAN AND CEO818449
SADZEWICZ, GERY JOSEPHCHIEF COMPLIANCE OFFICER1090963
SHEA, THOMAS EDWARDFINOP2299633

Regulatory assets under management

Total Number of Accounts4,030
AUM (Assets Under Management)$ 1,724,224,069

Disclosures

Regulatory Event2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
11/22/2024
Cover Page
Report
10/25/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LANDAAS & COMPANY

CRD#: 47487

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