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Robert William Landaas

LANDAAS & COMPANY

MILWAUKEE, WI

·CRD# 818449·50 years experience

Professional Summary

Robert William Landaas, who also goes by Robert W Landaas, Robert Landaas, is a registered financial advisor currently at LANDAAS & COMPANY located in Milwaukee, Wisconsin. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Robert has worked at 5 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 1 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert W Landaas, Robert Landaas

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

50 years in the financial services industry

Current & Past Employments

LANDAAS & COMPANY·CRD# 47487

RIA

BD

1. 411 E. Wisconsin Ave. Suite 2000, Milwaukee, WI 532022. 411 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202

March 23, 2000 - Present

LANDAAS & COMPANY·CRD# 47487

RIA

BD

1. 411 E. Wisconsin Ave. Suite 2000, Milwaukee, WI 532022. 411 E. Wisconsin Ave, Milwaukee, WI 53202

November 29, 1999 - Present

CABRERA CAPITAL MARKETS, LLC·CRD# 10081

BD

Chicago, IL

August 13, 1981 - November 29, 2000

TIME EQUITIES, INC.·CRD# 4051

BD

September 6, 1977 - December 29, 1978

EQUABLE SECURITIES CORPORATION·CRD# 7405

BD

June 28, 1977 - August 10, 1981

FPC SECURITIES CORPORATION·CRD# 5970

BD

February 23, 1976 - August 20, 1977

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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)

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

27

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

FINRA licenses (47 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

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

Part 2 Brochures

LANDAAS & COMPANY BROCHURE (3/30/2026)

Direct owners and executive officers

Name	Position	CRD#
NEESE, LAUREN ELIZABETH	CCO	4653462
NEESE, REUBEN TAIT	MEMBER	5509932
RWL HOLDINGS, INC.	MEMBER	—
TETTING, KYLE ARTHUR	PRESIDENT	5579589
LA NUEZ, DANIEL CHRISTOPHER	FINOP	5473412
LANDAAS, ROBERT WILLIAM	CHAIRMAN AND CEO	818449

Regulatory Assets Under Management

Total Number of Accounts

4,098

AUM (Assets Under Management)

$1,926,588,387

Disclosures

Regulatory Event

2

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2026	Cover Page	Report
11/24/2025	Cover Page	Report
11/22/2024	Cover Page	Report
10/25/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Robert Landaas is the General Partner of the Producers Group, LTD which is a non-investment related partnership. Mr. Landaas does not devote any time to this partnership other than to file its annual tax return, which is his sole duty as the General Partner. The Partnership exists to collect royalty income from nature documentaries that an underlying dissolved partnership had produced in the 1990s. The business' legal address is: 411 E Wisconsin Avenue, Suite 2000 Milwaukee, WI 53202 Mr. Landaas is a licensed insurance agent in the state of Wisconsin. Mr. Landaas 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. Landaas does not conduct insurance activities outside of Landaas & Company's normal business hours.

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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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Wisconsin
(12/3/1999)

IAR

Wisconsin
(3/23/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2002About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1995About the Series 65 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1984About the Series 7 exam

Series 1 — Registered Representative Examination

Passed Feb 1976

Series 24 — General Securities Principal Examination

Passed Jul 1999About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert William Landaas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert William Landaas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RL

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