PHONE: 414-223-1099 TOLL-FREE: 1-800-236-1096

Landaas & Company Privacy Statement

Protecting Your Privacy

An Important Notice About Client Account Information

Landaas & Company strongly believes in protecting the confidentiality and security of information we collect about you.

This statement describes our privacy policy and describes how we treat the information we receive from you.

Why We Collect and How We Use Information

When we evaluate your request for our services, provide investment advice to you and process transactions for your account, you typically provide us with certain personal information necessary for these transactions. We may also use that information to offer you other services we provide which may meet your investment needs.

What Information We Collect

The personal information we collect may include:

  • Name and Address
  • Social Security or taxpayer identification number
  • Assets, Income Account Balances
  • Investment Activity Accounts at other institutions

How We Protect Information

We treat information about current and former clients and their accounts in a confidential manner. Our employees may access information and provide it to a third party only when completing a transaction at your request or providing our other services to you.

At your request, we may disclose information to attorneys, accountants, lawyers, securities professionals and others to assist them or us in providing services to you. We may make additional disclosures as permitted by law.

We may also maintain physical, electronic and procedural safeguards to protect information. Employees and our professional service representatives are required to comply with our established information confidentiality provisions.

Access to and Correction of Information

Generally, upon your written request, we will make available information for your review. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available. If your personal information with us becomes inaccurate, or if we need to make a change to that information, please contact us at the number shown below so we can update our records.

Further Information

For additional information regarding our privacy policy, please contact us by writing to us at 411 East Wisconsin Avenue, Milwaukee, Wisconsin 53202

or calling (414) 223-1099.

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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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