{"url":"https://nivawealth.com/firms/landaas-and-company-47487","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/47487","regulatoryAum":1926588387,"crd":"47487","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6857150","suffix":null,"lastName":"Abel","firstName":"Robyn","middleName":"T"},{"crd":"4667546","suffix":null,"lastName":"BALEY","firstName":"ADAM","middleName":"JAMES"},{"crd":"6314689","suffix":null,"lastName":"BAUER","firstName":"KENDALL","middleName":"T"},{"crd":"7265668","suffix":null,"lastName":"Booth","firstName":"Thomas","middleName":null},{"crd":"7675058","suffix":null,"lastName":"Gentile","firstName":"Patrice","middleName":"E"},{"crd":"4199321","suffix":null,"lastName":"GILES","firstName":"STEVEN","middleName":"ROBERT"},{"crd":"6864812","suffix":null,"lastName":"Gloss","firstName":"Jack","middleName":null},{"crd":"6097818","suffix":null,"lastName":"HOELZL","firstName":"MICHAEL","middleName":"D"},{"crd":"7773247","suffix":null,"lastName":"Hoffman","firstName":"Ryan","middleName":"Douglas"},{"crd":"818449","suffix":null,"lastName":"LANDAAS","firstName":"ROBERT","middleName":"WILLIAM"},{"crd":"7579632","suffix":null,"lastName":"Miller","firstName":"Blake","middleName":"Anthony"},{"crd":"8225197","suffix":null,"lastName":"Mullen","firstName":"Colin","middleName":null},{"crd":"4653462","suffix":null,"lastName":"NEESE","firstName":"LAUREN","middleName":"ELIZABETH"},{"crd":"5053387","suffix":null,"lastName":"PAPPENFUS","firstName":"THOMAS","middleName":"MICHAEL"},{"crd":"2153175","suffix":null,"lastName":"ROTHSCHILD","firstName":"ARTHUR","middleName":"STANLEY"},{"crd":"6148796","suffix":null,"lastName":"SANDSTROM","firstName":"DAVID","middleName":"GEORGE"},{"crd":"7435185","suffix":null,"lastName":"Sandstrom","firstName":"John","middleName":"Joseph"},{"crd":"8048305","suffix":null,"lastName":"Shanaver","firstName":"Zoe","middleName":"Elizabeth"},{"crd":"5579589","suffix":null,"lastName":"TETTING","firstName":"KYLE","middleName":"ARTHUR"}],"total":19,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":1399244174,"clients":1611,"employees":32,"offices":1},{"filedOn":"2022-03-15","regulatoryAum":1672284386,"clients":1768,"employees":31,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":1334078331,"clients":1728,"employees":29,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":1515304279,"clients":1737,"employees":26,"offices":1},{"filedOn":"2025-06-16","regulatoryAum":1724224069,"clients":1771,"employees":25,"offices":1},{"filedOn":"2026-09-28","regulatoryAum":1926588387,"clients":1804,"employees":27,"offices":1}],"secFileNumber":"801-45055","legalName":"Landaas 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Landaas & Company offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Landaas & Company charge?","answer":"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.","source":"LANDAAS & COMPANY BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Landaas & Company use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Landaas & Company have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Landaas & Company invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Landaas & Company?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Landaas & Company get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Landaas & Company registered with the SEC?","answer":"Yes, Landaas & Company has been registered with the SEC as an investment adviser since 25 October 1993. 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