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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-1993
- Office Locations
- 1
Office Locations
About Landaas & Company
Landaas & Company is a Milwaukee-based wealth management firm serving retail and institutional clients with asset management, financial planning, insurance, and portfolio construction. Portfolios are implemented primarily with public funds and ETFs, with client portal access through Morningstar and Pershing. The firm also runs “Money Talk,” a long-standing investor education platform led by CEO Bob Landaas with a weekly podcast, newsletter, and market commentary.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAUREN ELIZABETH NEESE
Registered Representative
- CRD
- #4653462
- Ownership
- 25% but less than 50%
REUBEN TAIT NEESE
Chief Information Officer
- CRD
- #5509932
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Robyn T Abel
Registered Representative
- CRD
- #6857150
ADAM JAMES BALEY
Vice President
- CRD
- #4667546
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,898,228,089 | $469,278 |
| Non-Discretionary | $28,360,298 | $535,100 |
| Total | $1,926,588,387 | $470,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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