Landaas & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and insurance. Financial planning was provided to 2,000 clients last fiscal year.
Landaas & Company reports 1,804 clients. They include 1,183 individual clients, 617 high-net-worth individuals and 3 charitable organizations. Of its assets, 98.5% ($1.9B across 4,045 accounts) are managed with discretion; $28.4M across 53 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 25% |
| High-net-worth individuals | 34% | 74% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,183 | $490M | 25.5% | $415K |
| High-net-worth individuals | 617 | $1.43B | 74.0% | $2.31M |
| Charitable organizations | Fewer than 5 | $9.37M | 0.5% | $3.12M |
| Corporations and other businesses | Fewer than 5 | $612K | 0.0% | $612K |
| Total | 1,804 | $1.93B | 100% | — |
- Clients
- 1,183
- Regulatory AUM
- $490M
- AUM share
- 25.5%
- Avg. per client
- $415K
- Clients
- 617
- Regulatory AUM
- $1.43B
- AUM share
- 74.0%
- Avg. per client
- $2.31M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.37M
- AUM share
- 0.5%
- Avg. per client
- $3.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $612K
- AUM share
- 0.0%
- Avg. per client
- $612K
Total
- Clients
- 1,804
- Regulatory AUM
- $1.93B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Landaas & Company charges 0.50%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2.5M | 0.80% |
| $2.5M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Consulting Services
- Hourly consulting fees of $150 to $500 an hour, with an estimate of the total fee agreed in writing before work begins.
RWL Holdings, Inc. owns 25% to 50% of Landaas & Company and is in turn owned by Robert William Landaas (75% or more). The leadership team of Landaas & Company includes President Kyle Arthur Tetting. It has 27 employees, 21 of them in advisory roles.
Leadership
- Kyle Arthur TettingPresident
- Daniel Christopher La NuezFINOP
- Robert William LandaasChairman and CEO
- Reuben Tait NeeseMember
- Lauren Elizabeth NeeseCCO
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Robyn T Abel
- Adam James Baley
- Kendall T Bauer
- Thomas Booth
- Patrice E Gentile
- Steven Robert Giles
- Jack Gloss
- Michael D Hoelzl
- Ryan Douglas Hoffman
- Robert William Landaas
- Blake Anthony Miller
- Colin Mullen
- Lauren Elizabeth Neese
- Thomas Michael Pappenfus
- Arthur Stanley Rothschild
- David George Sandstrom
- John Joseph Sandstrom
- Zoe Elizabeth Shanaver
- Kyle Arthur Tetting
Staff
- 27 employees
- 21 in advisory functions
- 21 state-registered reps
- 22 broker-dealer reps
- 10 insurance agents
- Owns 25% to 50% of Landaas & Company, LLC
RWL Holdings, Inc.
Control person · since March 2016
- Owns 75% or more of RWL Holdings, Inc.
Robert William Landaas
Control person · since March 2019
- Owns 25% to 50% of Landaas & Company, LLC
Reuben Tait Neese
Control person · since September 2019
- Owns 25% to 50% of Landaas & Company, LLC
Lauren Elizabeth Neese
Control person · since September 2026
- Owns 5% to 10% of Landaas & Company, LLC
Kyle Arthur Tetting
Control person · since September 2019
Landaas & Company’s regulatory assets grew from $1.4B (March 2021) to $1.93B (September 2026); clients rose from 1,611 to 1,804 and employees fell from 32 to 27.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.93B | 1,804 | 27 | 1 |
| June 2025 | $1.72B | 1,771 | 25 | 1 |
| March 2024 | $1.52B | 1,737 | 26 | 1 |
| March 2023 | $1.33B | 1,728 | 29 | 1 |
| March 2022 | $1.67B | 1,768 | 31 | 1 |
| March 2021 | $1.4B | 1,611 | 32 | 1 |
Besides its headquarters, Landaas & Company has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 411 E Wisconsin Ave, 20th Floor, MilwaukeeHQ
Contact and registration details
- Legal name
- Landaas & Company, LLC
- Headquarters
- 411 E Wisconsin Ave, 20th Floor, Milwaukee, WI 53202
- Website
- landaas.com
- Phone
- 414-223-1099
- @landaas-&-company
- SEC file
- 801-45055
- Founded
- 1989
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Landaas & Company uses Pershing ($1.91B, 99%) and Charles Schwab ($12.2M, 1%) as custodians for its separately managed accounts. Landaas & Company has custody of $1.93B in client assets for 1,804 clients.
- PershingPershing LLC · Jersey City, NJ · $1.91B99%
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $12.2M1%
At year end, Landaas & Company’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $550M across 149 positions; the largest are Vanguard Index Fds (22.5%), iShares TR (17.0%) and iShares TR (12.4%).
What the accounts hold
- Stocks3%
- Funds93%
- Cash4%
Reported 13F holdings
- $550M
- Reported 13F value
- 149
- Positions
- 77.5%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt22.5%
- iShares TR · Rus 1000 Val ETF17.0%
- iShares TR · MSCI USA Qlt Fct12.4%
- iShares TR · MSCI US Garp ETF7.6%
- Dimensional ETF Trust · Internatnal Val7.4%
- Capital Grp Fixed Incm ETF T · Short Duration2.7%
- Vanguard Index Fds · S&P 500 ETF Shs2.5%
- iShares TR · Trs Flt RT BD2.0%
- iShares TR · Rus 1000 Grw ETF1.8%
- Apple Inc.1.6%
Together, the ten largest are 77.5% of reported value.
How many clients does Landaas & Company have?
Landaas & Company has 1,804 clients and manages $1.93 billion for them, as of September 2026. They include 1,183 individual clients, 617 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Landaas & Company offer?
Landaas & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Landaas & Company charge?
Landaas & Company charges 0.50%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Landaas & Company use?
Landaas & Company’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.91B and Charles Schwab & Co., Inc. (West Lake, TX), with $12.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Landaas & Company have?
Landaas & Company has 21 investment adviser representatives registered with state securities authorities, out of 27 employees, and 21 perform investment advisory functions. 22 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Landaas & Company invest in?
At the end of its last fiscal year, Landaas & Company’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Landaas & Company?
Landaas & Company is owned through a holding company by Robert William Landaas. Its direct owners are RWL Holdings, Inc., Kyle Arthur Tetting, Reuben Tait Neese and Lauren Elizabeth Neese, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Landaas & Company get paid?
Landaas & Company is paid through a percentage of assets under management, hourly charges and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Landaas & Company registered with the SEC?
Yes, Landaas & Company has been registered with the SEC as an investment adviser since 25 October 1993. Its CRD number is 47487 and its SEC file number is 801-45055.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Landaas & Company?
Landaas & Company’s main office is at 411 E Wisconsin Ave, 20th Floor, Milwaukee, WI 53202. Its phone number is 414-223-1099. Its website is landaas.com.