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

Becoming a Client

Give us a call or send an email indicating that you are interested in learning more about Landaas & Company.

We’ll introduce you to one of our talented advisors and set up a free consultation.

That’s when we take the time to fully understand your situation and explain the ways that our market-tested, long-term investment strategies can benefit you.

We may need a couple follow-up meetings to become comfortable with one another and to complete any paperwork. We want to make sure the fit is right to develop a long-term client relationship.

Once you have decided to become a client, we make sure we understand how much you know about investments, what your personal investment history is, what your risk tolerance is, and a whole host of other variables that help us draw a personalized roadmap based on your individual wants and needs.  This is a reference point we will visit throughout our relationship.

We are proud that we are able to keep our fees below industry averages, which is one of our core missions as an investment firm. We always want you to understand the fees and costs for the services you receive.

We offer many different fee arrangements, based on the type of relationship you wish to have with Landaas & Company.  Among the options are:

  • Investment Advisory
  • Brokerage
  • By-the-Hour Consulting

We want to do what is best for you, with the lowest fees possible. Our ultimate aim is to keep you as a client and help you build your wealth and protect your principal.

Important Information for Clients

Click here for our privacy statement.

Click here for a notice about our business continuity plan.

Click here for our Client Relationship Summary.

Learn more about us through the Financial Industry Regulatory Authority’s BrokerCheck by clicking here or calling (800) 289-9999.

Learn about client protections available through the Securities Investor Protection Corporation (SIPC) by clicking here or contacting SIPC by clicking here.

To learn more and to schedule a free consultation, please call us at (414) 223-1099 or (800) 236-1096 or send us an email by filling out the form below.

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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.
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