RL
Robert W. Landaas
LANDAAS & COMPANY
Milwaukee, WI 53202
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CRD#: 818449
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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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert W Landaas | Robert Landaas
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Landaas's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert William Landaas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2000 - Present
LANDAAS & COMPANY
Office #1: 411 E. Wisconsin Ave. Suite 2000, Milwaukee, WI 53202Office #2: 411 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202RIA
BD
CRD#: 47487
Milwaukee, WI
Current
November 29, 1999 - Present
LANDAAS & COMPANY
Office #1: 411 E. Wisconsin Ave. Suite 2000, Milwaukee, WI 53202Office #2: 411 E. Wisconsin Ave, Milwaukee, WI 53202RIA
BD
CRD#: 47487
Milwaukee, WI
Past
August 13, 1981 - November 29, 2000
CABRERA CAPITAL MARKETS, LLC
BD
CRD#: 10081
CHICAGO, IL
Past
September 6, 1977 - December 29, 1978
TIME EQUITIES, INC.
BD
CRD#: 4051
Past
June 28, 1977 - August 10, 1981
EQUABLE SECURITIES CORPORATION
BD
CRD#: 7405
Past
February 23, 1976 - August 20, 1977
FPC SECURITIES CORPORATION
BD
CRD#: 5970
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Wisconsin(12/3/1999)
IAR
Wisconsin(3/23/2000)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/18/1976
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
FINRA licenses (47 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 4,030 |
| AUM (Assets Under Management) | $ 1,724,224,069 |
Disclosures
| Regulatory Event | 2 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 11/22/2024 | ||
| 10/25/2023 |
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#: 47487Milwaukee, WI 53202TRUST BUT VERIFY
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