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Business continuity plan notice

Landaas & Company’s firmwide business continuity plan is to respond to a significant business disruption by:

  • securing employees’ safety and firm property
  • making financial and operational assessments
  • promptly recovering and resuming operations
  • protecting all of the firm’s books and records
  • allowing our customers to transact business

In the event Landaas & Company’s offices are damaged or inaccessible, all employees would work from an alternative location having access to client records through remote login to the firm’s custodian and customer relationship management systems.

Landaas & Company does rely on third parties, and a significant business disruption of a third party could impact operations. Landaas & Company does perform due diligence on critical vendors to ensure that they have policies and procedures in place to respond to such disruptions.

In the event of a significant business disruption, information about the status of your account and access to your funds can be obtained by calling our main number at (414) 223-1099.

If you have any questions, please contact your financial advisor.


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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can be rendered only after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.
Landaas & Company performs investment advisory services only in those states where it is licensed, or excluded or exempted from state investment advisor licensing requirements. All responses to inquiries made by prospective customers to this internet site will not be made absent compliance with state investment advisor and investment advisor rep licensing requirements, or applicable exemptions or exclusions from licensing.
Please contact the firm for more information.
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