About My Practice
Landaas & Company is an independent money management firm focused primarily on the needs and objectives of individual investors.
Landaas & Company offers objective, unbiased investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us.
Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals.
Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return.
As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul.
Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community.
We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff.
Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority.
Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.
With over twenty years of investment management experience, Mr. Rothschild is currently an investment broker and advisor at Landaas & Company responsible for managing approximately $200 million for over 400 families and companies.
In addition to his extensive involvement in financial, retirement and investment planning, he has for over seventeen years written an investment column for the Racine Journal Times Lifestyles Magazine. In addition to numerous public speaking engagements, he appeared on several occasions as a guest host on Money Talk with Bob Landaas, on WTMJ and periodically participates in Money Talk podcasts at www.landaas.com.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Admitted to Bar
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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