"We pride ourselves in our ability to provide objective and unbiased investment advice."

 

Click on a name to learn more about a specific Investment Advisor.  You can meet our Advisors at our seminars held throughout the year.  For more information about our seminars, click here.

If you are an existing client and are interested in placing a trade, please call us at 414.223.1099.  We may not accept trade information through voicemail or email.

Investment Advisors
Bob Landaas Ronald Hansen 
Marc Amateis Barbara A. Lythjohan
Brian Kilb  Jeffrey Peterson
Paul Coldagelli Arthur Rothschild
Christine Crawley Margaret Schumacher
Steven Giles Nelson Weine
   

 


 

B o b  L a n d a a s
BobBob Landaas is the President of Landaas & Company, a diversified investment firm with headquarters in Milwaukee, Wisconsin. Mr. Landaas is directly responsible for investing over one billion dollars on behalf of individuals and corporations.

He received his education at Millikin University and at the University of Vienna in Vienna, Austria.  Mr. Landaas has degrees in Economics, Philosophy and Political Science.

For seven years he co-hosted "Dollar Signs" on PBS Channel 10 WMVS.  He has designed and implemented investment strategies for thousands of individuals over the years and has become a leading authority on the subject of financial planning and investing. Mr. Landaas is a General Securities Principal.

Bob Landaas 


M a r c   A m a t e i s
MarcMarc Amateis is a Vice-President of Landaas & Company, specializing in investments and retirement planning.

A native of Milwaukee, Mr. Amateis received his Bachelor of Science degree (magna cum laude) from North Carolina State University and a Masters Degree in Business from the University of Wisconsin-Madison. Prior to joining Landaas & Co., Mr. Amateis was President and part owner of a business for many years. His extensive experience includes finance, accounting, operations, and general management. He is a General Securities Representative.

Marc Amateis 


P a u l  G.  C o l d a g e l l i
PaulPaul Coldagelli is a Senior Vice-President of Landaas & Company, specializing in retirement planning and investing.

Mr. Coldagelli is an honors graduate from the University of Wisconsin-Milwaukee, where he majored in Economics. Mr. Coldagelli earned a Masters Degree in Economics from the University of Pennsylvania, where he also received the school's award for graduate student teaching excellence. He worked over ten years in the banking industry, directing the marketing of investment products.  He is a General Securities Representative. 

Paul G. Coldagelli


C h r i s t i n e   C r a w l e y
ChristineChris began working in the financial industry in 1984 with First Securities Corporation and has worked at Landaas & Company since inception. She is knowledgeable about retirement accounts, estates, managed accounts and retail accounts. She is a Registered Representative, a Registered Para planner and works with Margaret Schumacher.

 Chistine Crawley


S t e v e n   R.   G i l e s
StevenSteven Giles is a Vice-President of Landaas & Company, specializing in retirement planning, investing and college funding. 

A Seattle native, Steve earned an undergraduate degree in History from the University of Washington and has also earned an MBA in Personal Financial Planning.  Mr. Giles joined Landaas & Company in 1999 when he relocated to Wisconsin with his wife.  Before joining Landaas & Company, he worked with an advisory firm in Seattle and has over 10 years of experience in the financial industry.  Mr. Giles is in the process of completing coursework for the Certified Financial Planner (CFP) designation.  He is a General Securities Representative.

Steven R. Giles


R o n a l d  S.  H a n s e n
RonaldRonald Hansen is a Vice-President of Landaas & Company, specializing in investment and retirement planning.  Mr. Hansen attended the University of Wisconsin-Milwaukee. He began his career in the financial services industry in 1975.  Two years later, he assisted in establishing a Wisconsin-based investment firm and was named senior vice president.  In 1981, he became a founder and co-owner of First Financial Services Corporation of America and First Securities Corporation which offered insurance and investment products for over 18 years.  Mr. Hansen is a General Securities Principal, a Financial and Operations Principal and a Municipal Securities Principal.

Ronald S. Hansen 


B a r b a r a  A.  L y t h j o h a n
BarbaraBarbara A. Lythjohan began working in the financial services industry in 2003 at Ozaukee Bank with Raymond James Financial Services. Barbara is a Registered Representative, Registered Investment Advisor, General Securities Principal, and is licensed in Life, Health, and Accident Insurance in Wisconsin and Illinois. She joined Landaas & Company in November 2008.

Barbara A. Lythjohan 


 B r i a n   D.   K i l b
BrianBrian Kilb is an Executive Vice-President of Landaas & Company  specializing in investment and retirement planning.

Raised in Cleveland, Ohio, Mr. Kilb attended the University of Notre Dame and received a BBA degree with an emphasis in accounting in 1980.  His experience includes small business consulting as a Certified Public Accountant for the Milwaukee office of Price Waterhouse; Controller of Telectronics, Inc., a manufacturer of pacemakers in Denver, Colorado; and as Vice President of Operations for Visa Lighting, Inc., a wholly owned subsidiary of the Oldenburg Group.  He is a General Securities Representative and a Financial and Operations Principal.

Brian D. Kilb


J e f f r e y   S.   P e t e r s o n
JeffreyJeff Peterson is a Vice-President of Landaas & Company, specializing in investment and retirement planning.

A Milwaukee native, Mr. Peterson received degrees in electrical engineering (Summa Cum Laude) from the University of Southern California, an MBA (with distinction) from the University of Wisconsin - Parkside, and a Master of Science (with distinction) in Financial Markets & Trading from the Illinois Institute of Technology.  Mr. Peterson served as a U.S. submarine officer and in engineering and management positions with Westinghouse Electric, ABB, and Duke Energy.  Most recently, he was Director of Operations with a Chicago-based investment hedge fund.  He is a General Securities Representative.

Jeffrey S. Peterson 


A r t h u r   S.   R o t h s c h i l d
ArthurArthur Rothschild is a Vice-President of Landaas & Company, specializing in personal financial and investment planning.

Mr. Rothschild obtained his undergraduate degree from the University of Michigan and is a Cum Laude graduate of Wayne State University Law School.  While attending law school he received the American Jurisprudence award for Estate Planning.  He became a CPA while specializing in personal financial planning with the Detroit office of Coopers & Lybrand.  He is also a Certified Financial Planner (CFP), a General Securities Representative. 

Click here for Investment Insights by Arthur Rothschild.

Arthur S. Rothschild


 M a r g a r e t   M.   S c h u m a c h e r
MargaretMargaret Schumacher is a Vice-President of Landaas & Company, specializing in retirement and personal financial planning.

Ms. Schumacher earned her undergraduate degree from Marquette University.  In 1983, she obtained her Certified Financial Planner designation.  Ms. Schumacher has been a Registered Representative with Member firms of the National Association of Securities Dealers and the New York Stock Exchange since 1981.  Her past duties included being the assistant branch manager and insurance coordinator of a large local brokerage office.  Ms. Schumacher serves on the investment committee of the United Way of Greater Milwaukee and various other community boards.  She  is a General Securities Representative.

Margaret M. Schumacher


N e l s o n   S.   W e i n e
NelsonNelson Weine is a Vice-President of Landaas & Company, specializing in investment and tax planning. 

Before becoming an investment advisor, Mr. Weine practiced law for over 20 years, concentrating on tax and estate planning.  Prior to that, he spent three years working for the IRS in Washington D.C.  He graduated from Miami University of Ohio, and obtained his law degree from The Ohio State University College of Law.  He also holds an advanced law degree relating to tax matters from the George Washington University National Law Center.  He is an Investment Advisor and a Chartered Mutual Fund Counselor.   

Nelson S. Weine 

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