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LANDAAS & COMPANY

MILWAUKEE, WI · CRD 47487 · IAPD ↗ · 414-223-1099

$1.93BRegulatory AUM
21Advisory reps
27Employees
0Clients
More than 500Planning clients
0Private funds
23States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — LANDAAS & COMPANY notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — LANDAAS & COMPANY grew from 16 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.