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  1. US
  2. WI
  3. Milwaukee
Landaas & Company

Landaas & Company

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411 E Wisconsin Ave, Milwaukee, WI 53202, USA Get Directions
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ABOUT   Services Excellence Summary

We are an independent money management firm. We primarily serve individual investors, from whom we derive all our income. Our advice is conflict-free—free of obligation to other companies. We want our clients to do well and to stay with us. This is why our approach to managing money is academically based. We construct custom-made, balanced portfolios of individual stocks, bonds, mutual funds, and other assets—both U.S. and international. We carefully select professionals who have shown their skill picking investment funds. We use market-tested financial and economic wisdom to achieve steady investment performance with low risk. We constantly monitor clients and make recommendations to maximize gains and lower risk. The tortoise showed the hare that slow and steady wins the race. We do not believe in chasing the latest thing. Our clients are our money. We keep it safe, investing for the long term. Landaas & Company is a revered financial market firm because of our diverse group of experienced professionals and support staff. We value our employees, and we encourage learning and respect. We are active in the community. We strive for the highest ethical standards in the industry. Our firm and employees have no record of any formal complaint or disciplinary action. We are a broker/dealer registered with the Financial Industry Regulatory Authority. Landaas & Company has been registered with the United States Securities and Exchange Commission as an investment adviser. We are responsible for clients through the Wisconsin Department of Financial Institutions and similar agencies in 35 other states and territories. Our association is the Securities Investor Protection Corporation.

 

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