Landaas & Company
Description
Address: 411 E Wisconsin Ave, Milwaukee, WI 53202 Phone: (414) 223-1099Place name: : : : : : Hours: : Category: Website: Website: http://www.landaas.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Landaas & Company Posting publicly on the Web Write a review Reviews Be the first to review
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Landaas & Company Employees
Employee
Years
Job
Industry
Katie (Potts) Whiting Katie (Potts) Whiting's Landaas & Company Experience October 2009 - August 2010
Job Client Relations Manager/Marketing Manager at SelectOne
Industry Staffing and Recruiting
Experience
SelectOne April 2015 - Present
SelectOne September 2014 - March 2015
CENERGY MARKETING & COMMUNICATIONS December 2013 - August 2014
CENERGY MARKETING & COMMUNICATIONS June 2013 - December 2013
University of Notre Dame June 2012 - June 2013
Marquette University May 2009 - May 2012
Marquette University May 2011 - August 2011
Landaas & Company October 2009 - August 2010
University of Notre Dame August 2005 - May 2009
Skills
Sports Marketing, Strategic Planning, Marketing Communications, Marketing Strategy, Market Research, Data Analysis, Budgets, PowerPoint, Strategy, Operations Management, Business Strategy, Email Marketing, Project Planning, Recruiting, Time Management, Research, Advertising, Management
Education
Marquette University 2010 — 2012
MBA
Marquette University 2010 — 2012
MLS, Sports Leadership
University of Notre Dame 2005 — 2009
Bachelor, Finance
SelectOne April 2015 - Present
SelectOne September 2014 - March 2015
CENERGY MARKETING & COMMUNICATIONS December 2013 - August 2014
CENERGY MARKETING & COMMUNICATIONS June 2013 - December 2013
University of Notre Dame June 2012 - June 2013
Marquette University May 2009 - May 2012
Marquette University May 2011 - August 2011
Landaas & Company October 2009 - August 2010
University of Notre Dame August 2005 - May 2009
Skills
Sports Marketing, Strategic Planning, Marketing Communications, Marketing Strategy, Market Research, Data Analysis, Budgets, PowerPoint, Strategy, Operations Management, Business Strategy, Email Marketing, Project Planning, Recruiting, Time Management, Research, Advertising, Management
Education
Marquette University 2010 — 2012
MBA
Marquette University 2010 — 2012
MLS, Sports Leadership
University of Notre Dame 2005 — 2009
Bachelor, Finance
Isabelle Denton Isabelle Denton's Landaas & Company Experience June 2010 - Present
Job Registered Representative at Landaas & Company
Industry Financial Services
Experience
Landaas & Company June 2010 - Present
Marquette University Brew Bayou August 2009 - June 2011
Skills
Microsoft Office, Strategic Financial..., Data Analysis, Time Management, Microsoft Excel, Financial Analysis, Finance, Access, Spanish, Leadership, Investments, Social Media, PowerPoint, Microsoft Word, Social Networking, Financial Planning
Education
Marquette University 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
John Cabot University 2010 — 2010
Study Abroad
Brookfield East High School 2004 — 2008
High School Diploma
Landaas & Company June 2010 - Present
Marquette University Brew Bayou August 2009 - June 2011
Skills
Microsoft Office, Strategic Financial..., Data Analysis, Time Management, Microsoft Excel, Financial Analysis, Finance, Access, Spanish, Leadership, Investments, Social Media, PowerPoint, Microsoft Word, Social Networking, Financial Planning
Education
Marquette University 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
John Cabot University 2010 — 2010
Study Abroad
Brookfield East High School 2004 — 2008
High School Diploma
Amie Hahn, CFA Amie Hahn, CFA's Landaas & Company Experience May 2005 - May 2006
Job Director Credit Research at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2007 - Present
Northwestern Mutual June 2006 - May 2007
Landaas & Company May 2005 - May 2006
Education
Marquette University 2008 — 2011
Master of Business Administration (M.B.A.)
Marquette University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Northwestern Mutual June 2007 - Present
Northwestern Mutual June 2006 - May 2007
Landaas & Company May 2005 - May 2006
Education
Marquette University 2008 — 2011
Master of Business Administration (M.B.A.)
Marquette University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Evers Chris Evers's Landaas & Company Experience May 2014 - Present
Job Registered Representative at Landaas & Company
Industry Financial Services
Experience
Landaas & Company May 2014 - Present
Landaas & Company May 2013 - May 2014
Jimmy John's June 2012 - September 2012
Buffalo Wild Wings June 2011 - August 2011
Skills
Microsoft Excel, Eviews, Regression Analysis, Econometrics, Customer Service, Microeconomics, Macroeconomics, Finance, Financial Services, Microsoft Office, Investments, Public Speaking, Data Analysis, Facebook, Teamwork, Leadership, Access, Financial Analysis, Microsoft Word, Time Management, PowerPoint
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance/Economics
Landaas & Company May 2014 - Present
Landaas & Company May 2013 - May 2014
Jimmy John's June 2012 - September 2012
Buffalo Wild Wings June 2011 - August 2011
Skills
Microsoft Excel, Eviews, Regression Analysis, Econometrics, Customer Service, Microeconomics, Macroeconomics, Finance, Financial Services, Microsoft Office, Investments, Public Speaking, Data Analysis, Facebook, Teamwork, Leadership, Access, Financial Analysis, Microsoft Word, Time Management, PowerPoint
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance/Economics
Kyle Tetting Kyle Tetting's Landaas & Company Experience June 2006 - Present
Job Director of Research at Landaas & Company
Industry Investment Management
Experience
Landaas & Company June 2006 - Present
Landaas & Company May 2006 - Present
Marquette University August 2004 - May 2006
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, Investments, Asset Allocation, Investment Management, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth, Financial Analysis, Uniform Combined State..., ETFs, Microsoft Excel, Finance
Education
Marquette University 2003 — 2007
Bachelor's degree, Business
Marquette University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Landaas & Company June 2006 - Present
Landaas & Company May 2006 - Present
Marquette University August 2004 - May 2006
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, Investments, Asset Allocation, Investment Management, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth, Financial Analysis, Uniform Combined State..., ETFs, Microsoft Excel, Finance
Education
Marquette University 2003 — 2007
Bachelor's degree, Business
Marquette University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Steven R. Giles Steven R. Giles's Landaas & Company Experience October 1999 - Present
Job Vice President at Landaas & Company
Industry Investment Management
Experience
Landaas & Company October 1999 - Present
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Retirement Income..., Wealth Preservation..., Strategic Financial..., Retirement Plan..., Investment Advisory, Investment Management, College Funding..., Asset Management, Wealth Management..., 401k, Finance, Retirement, Portfolio Management, Wealth, Asset Allocation, Mutual Funds, Financial Services, Series 63, Series 7, Equities, Financial Advisory, Strategy, Investment Strategies, Financial Analysis, Analysis
Education
City University of Seattle 2002 — 2007
MBA, Personal Financial Planning
Honeymoon 1997 — 1997
World Travel
University of Washington 1990 — 1995
Bachelor of Arts, History
Landaas & Company October 1999 - Present
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Retirement Income..., Wealth Preservation..., Strategic Financial..., Retirement Plan..., Investment Advisory, Investment Management, College Funding..., Asset Management, Wealth Management..., 401k, Finance, Retirement, Portfolio Management, Wealth, Asset Allocation, Mutual Funds, Financial Services, Series 63, Series 7, Equities, Financial Advisory, Strategy, Investment Strategies, Financial Analysis, Analysis
Education
City University of Seattle 2002 — 2007
MBA, Personal Financial Planning
Honeymoon 1997 — 1997
World Travel
University of Washington 1990 — 1995
Bachelor of Arts, History
Sam Beres's Landaas & Company Experience May 2011 - August 2011
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Maria Fotsch's Landaas & Company Experience May 2012 - August 2012
Job Technology Consultant at PwC
Industry Management Consulting
Experience
PwC August 2014 - Present
enFocus MVF September 2013 - December 2013
Meridian Compensation Partners, LLC May 2013 - August 2013
Landaas & Company May 2012 - August 2012
EmbedTek March 2010 - January 2012
Oscar's Frozen Custard June 2010 - August 2011
Skills
Microsoft Office, Social Media, Analysis, Facebook, Editing, Blogging, Social Networking, English, PowerPoint, Microsoft Excel, Financial Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Cum Laude
PwC August 2014 - Present
enFocus MVF September 2013 - December 2013
Meridian Compensation Partners, LLC May 2013 - August 2013
Landaas & Company May 2012 - August 2012
EmbedTek March 2010 - January 2012
Oscar's Frozen Custard June 2010 - August 2011
Skills
Microsoft Office, Social Media, Analysis, Facebook, Editing, Blogging, Social Networking, English, PowerPoint, Microsoft Excel, Financial Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Cum Laude
Margaret Schumacher Margaret Schumacher's Landaas & Company Experience October 1996 - April 2010
Job Oak Tree Financial Services LLC
Industry Investment Management
Experience
Trustees of Funds and Endowments September 2009 - Present
St John's on the Lake April 2005 - May 2015
Landaas & Company October 1996 - April 2010
Skills
Investments, Investment Management, Wealth Management, Retirement, Mutual Funds, Retirement Planning, Investment Strategies, Wealth, Asset Management, Strategic Financial..., Asset Allocation, Investment Advisory, Series 7, Equities, Financial Planning
Education
College for Financial Planning 1984 — 1985
CFP, Financial Planning
Marquette University
BA, Liberal Arts and Sciences/Liberal Studies
Trustees of Funds and Endowments September 2009 - Present
St John's on the Lake April 2005 - May 2015
Landaas & Company October 1996 - April 2010
Skills
Investments, Investment Management, Wealth Management, Retirement, Mutual Funds, Retirement Planning, Investment Strategies, Wealth, Asset Management, Strategic Financial..., Asset Allocation, Investment Advisory, Series 7, Equities, Financial Planning
Education
College for Financial Planning 1984 — 1985
CFP, Financial Planning
Marquette University
BA, Liberal Arts and Sciences/Liberal Studies
Lindsay Whaleysmith's Landaas & Company Experience July 2002 - March 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2013 - September 2013
Landaas & Company July 2002 - March 2013
Rhonda T. Williams, CFP American Express Financial Advisors December 2000 - May 2002
American Express Financial Advisors January 2000 - December 2000
Skills
Investments, Investment Management, CRM, Management, Leadership, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Microsoft Excel, Retirement Planning, Finance, Financial Planning, Asset Management
Education
Marquette University 2008 — 2012
MBA
University of Wisconsin-Madison 1995 — 1999
BA, Economics, Personal Finance
Northwestern Mutual April 2013 - September 2013
Landaas & Company July 2002 - March 2013
Rhonda T. Williams, CFP American Express Financial Advisors December 2000 - May 2002
American Express Financial Advisors January 2000 - December 2000
Skills
Investments, Investment Management, CRM, Management, Leadership, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Microsoft Excel, Retirement Planning, Finance, Financial Planning, Asset Management
Education
Marquette University 2008 — 2012
MBA
University of Wisconsin-Madison 1995 — 1999
BA, Economics, Personal Finance
Betsy Hoylman's Landaas & Company Experience November 1996 - September 2001
Job Director Media & Public Relations at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2011 - Present
Northwestern Mutual July 2009 - November 2011
Northwestern Mutual July 2006 - July 2010
Northwestern Mutual December 2004 - June 2006
Hoylmedia LLC September 2001 - November 2004
Landaas & Company November 1996 - September 2001
May Productions 1992 - 2000
WTMJ-TV 1984 - 1992
Skills
Media Relations, Public Relations, Creative Direction, Press Releases, Strategic Communications, Corporate Communications, Social Media, Digital Media, Speech Writing, Editing, New Media, Public Speaking, Internal Communications, Crisis Communications, Marketing Communications, Facebook, Integrated Marketing, Communication Training, Web Content, Social Media Marketing, Content Strategy, Communications Planning, Copywriting
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Radio/TV Journalism & Speech Communication
Northwestern Mutual November 2011 - Present
Northwestern Mutual July 2009 - November 2011
Northwestern Mutual July 2006 - July 2010
Northwestern Mutual December 2004 - June 2006
Hoylmedia LLC September 2001 - November 2004
Landaas & Company November 1996 - September 2001
May Productions 1992 - 2000
WTMJ-TV 1984 - 1992
Skills
Media Relations, Public Relations, Creative Direction, Press Releases, Strategic Communications, Corporate Communications, Social Media, Digital Media, Speech Writing, Editing, New Media, Public Speaking, Internal Communications, Crisis Communications, Marketing Communications, Facebook, Integrated Marketing, Communication Training, Web Content, Social Media Marketing, Content Strategy, Communications Planning, Copywriting
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Radio/TV Journalism & Speech Communication
Clare McNamara's Landaas & Company Experience May 2015 - August 2015
Job Applied Investment Management (AIM) Program, Class of 2016, Student at Marquette University
Industry Financial Services
Experience
Marquette University September 2013 - Present
Landaas & Company May 2015 - August 2015
Lynch Athletic Camps June 2012 - August 2013
St. John's Northwestern Military Academy June 2011 - August 2013
St. John's Northwestern Military Academy October 2011 - August 2012
Oconomowoc Park and Recreation Department May 2010 - April 2012
Skills
Microsoft Excel, FactSet, Equity Research Analysis, Financial Modeling, Spanish, Leadership, Teamwork, PowerPoint, Fundraising, Sales, Public Speaking, Coachable, Social Networking, Time Management, Microsoft Office, Customer Service, Microsoft Word, Social Media
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, International Business, Senior
IQS 2014 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business, Junior
Oconomowoc High School 2008 — 2012
Marquette University September 2013 - Present
Landaas & Company May 2015 - August 2015
Lynch Athletic Camps June 2012 - August 2013
St. John's Northwestern Military Academy June 2011 - August 2013
St. John's Northwestern Military Academy October 2011 - August 2012
Oconomowoc Park and Recreation Department May 2010 - April 2012
Skills
Microsoft Excel, FactSet, Equity Research Analysis, Financial Modeling, Spanish, Leadership, Teamwork, PowerPoint, Fundraising, Sales, Public Speaking, Coachable, Social Networking, Time Management, Microsoft Office, Customer Service, Microsoft Word, Social Media
Education
Marquette University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, International Business, Senior
IQS 2014 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business, Junior
Oconomowoc High School 2008 — 2012
Ryan Bruders Ryan Bruders's Landaas & Company Experience May 2015 - Present
Job Wealth Management Intern at Landaas & Company
Industry Financial Services
Experience
Landaas & Company May 2015 - Present
The Bartolotta Restaurants August 2011 - November 2012
Skills
Microsoft Office, Critical Thinking, Teamwork, Persistency, Motivated self-starter, Facebook, Event Planning, Social Media, Social Networking, Time Management, Leadership, Public Speaking
Education
University of Wisconsin-Madison - School of Business 2013 — 2016
Finance and Financial Management Services, Real Estate
John Cabot University 2014 — 2014
University of Wisconsin-Milwaukee 2012 — 2013
Brookfield Central High School 2008 — 2012
Landaas & Company May 2015 - Present
The Bartolotta Restaurants August 2011 - November 2012
Skills
Microsoft Office, Critical Thinking, Teamwork, Persistency, Motivated self-starter, Facebook, Event Planning, Social Media, Social Networking, Time Management, Leadership, Public Speaking
Education
University of Wisconsin-Madison - School of Business 2013 — 2016
Finance and Financial Management Services, Real Estate
John Cabot University 2014 — 2014
University of Wisconsin-Milwaukee 2012 — 2013
Brookfield Central High School 2008 — 2012
Paul G. Coldagelli Paul G. Coldagelli's Landaas & Company Experience 1993 - 2014
Job Principal, Wellspring Personal Financial Services, LLC & Financial Advisor, RJFS
Industry Financial Services
Experience
Wellspring Personal Financial Services, LLC April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC 2014 - Present
Landaas & Company 1993 - 2014
Barnett Bank of Florida 1982 - 1993
Skills
Asset Allocation, Asset Management, Retirement Planning, 401k, Estate Planning, Financial Planning, Insurance & annuities
Education
University of Pennsylvania
Master's Degree, Economics
University of Wisconsin-Milwaukee
Bachelor's Degree, Economics
Wellspring Personal Financial Services, LLC April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC 2014 - Present
Landaas & Company 1993 - 2014
Barnett Bank of Florida 1982 - 1993
Skills
Asset Allocation, Asset Management, Retirement Planning, 401k, Estate Planning, Financial Planning, Insurance & annuities
Education
University of Pennsylvania
Master's Degree, Economics
University of Wisconsin-Milwaukee
Bachelor's Degree, Economics
Thomas Abts Thomas Abts's Landaas & Company Experience December 2010 - Present
Job Controller at Landaas & Company
Industry Financial Services
Experience
Landaas & Company December 2010 - Present
Facility Gateway Corporation 2010 - 2010
TDS Telecom December 2008 - October 2009
SLD Telecom January 2001 - November 2008
TDS & State Long Distance Telecom 1993 - 2008
Skills
Strategic Financial..., Internal Controls, Data Analysis, Investments, General Ledger, Accounting, Project Management, Mutual Funds, Financial Analysis, Financial Reporting, Asset Management, Finance, Account Reconciliation, Budgets, Financial Statements, Auditing, Forecasting
Education
St. Norbert College 1990 — 1992
BBA, Accounting
University of Wisconsin-Madison 1988 — 1989
Mechanical/Industrial Engineering
Landaas & Company December 2010 - Present
Facility Gateway Corporation 2010 - 2010
TDS Telecom December 2008 - October 2009
SLD Telecom January 2001 - November 2008
TDS & State Long Distance Telecom 1993 - 2008
Skills
Strategic Financial..., Internal Controls, Data Analysis, Investments, General Ledger, Accounting, Project Management, Mutual Funds, Financial Analysis, Financial Reporting, Asset Management, Finance, Account Reconciliation, Budgets, Financial Statements, Auditing, Forecasting
Education
St. Norbert College 1990 — 1992
BBA, Accounting
University of Wisconsin-Madison 1988 — 1989
Mechanical/Industrial Engineering
Barbara Lythjohan's Landaas & Company Experience November 2008 - September 2011
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
AXA Advisors May 2014 - March 2015
Landaas & Company November 2008 - September 2011
at Ozaukee Bank December 2006 - September 2008
Harris Bank 2008 - 2008
Ozaukee Bank October 2003 - December 2006
Concordia University Wisconsin April 2002 - October 2003
DeanCareHMO 1984 - May 1988
Education
Butler University 1981 — 1983
Westerville High School 1972 — 1973
AXA Advisors March 2015 - Present
AXA Advisors May 2014 - March 2015
Landaas & Company November 2008 - September 2011
at Ozaukee Bank December 2006 - September 2008
Harris Bank 2008 - 2008
Ozaukee Bank October 2003 - December 2006
Concordia University Wisconsin April 2002 - October 2003
DeanCareHMO 1984 - May 1988
Education
Butler University 1981 — 1983
Westerville High School 1972 — 1973
Brian Kilb's Landaas & Company Experience July 1997 - Present
Job EVP/COO at Landaas & Company
Industry Financial Services
Experience
Landaas & Company July 1997 - Present
RedLine 2011 - 2013
Oldenburg Group Incorporated 1989 - 1997
Telectronics Inc 1984 - 1989
Price Waterhouse 1980 - 1984
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Asset Managment, Retirement, Investments, Asset Management, Investment Advisory, Small Business, Finance, Investment Management, Asset Allocation, Equities, Strategic Planning, Financial Reporting, Wealth Management, Financial Analysis, 401k, Investment Strategies, Mergers & Acquisitions, Banking, Series 7, Series 63, Portfolio Management, Financial Services, Cash Management, Loans, Executive Management, Commercial Lending, Due Diligence, Risk Management
Education
University of Notre Dame 1976 — 1980
BBA, Accounting
Landaas & Company July 1997 - Present
RedLine 2011 - 2013
Oldenburg Group Incorporated 1989 - 1997
Telectronics Inc 1984 - 1989
Price Waterhouse 1980 - 1984
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Asset Managment, Retirement, Investments, Asset Management, Investment Advisory, Small Business, Finance, Investment Management, Asset Allocation, Equities, Strategic Planning, Financial Reporting, Wealth Management, Financial Analysis, 401k, Investment Strategies, Mergers & Acquisitions, Banking, Series 7, Series 63, Portfolio Management, Financial Services, Cash Management, Loans, Executive Management, Commercial Lending, Due Diligence, Risk Management
Education
University of Notre Dame 1976 — 1980
BBA, Accounting
Christopher Shea, CFP®'s Landaas & Company Experience 1988 - 1999
Job Owner, Intrinsic Investors, LLC. Securities Offered Through Commonwealth Financial Network, member FINRA/SIPC
Industry Investment Management
Experience
Intrinsic Investors LLC 1200 North Mayfair Rd. Ste. 330 Wauwatosa, WI 53226 November 1999 - Present
Landaas & Company 1988 - 1999
Prudential Bache Securities 1984 - 1988
First Securities Corp. 1981 - 1984
Equable Securites February 1980 - August 1981
Skills
Financial Planning, Portfolio Management, Valuation, Retirement, Technical Analysis, Financial Analysis, Client Service
Education
Marquette University 1971 — 1975
Liberal Arts
St. Mary's High School 1967 — 1971
GED
St.Patrick School 1959 — 1967
Intrinsic Investors LLC 1200 North Mayfair Rd. Ste. 330 Wauwatosa, WI 53226 November 1999 - Present
Landaas & Company 1988 - 1999
Prudential Bache Securities 1984 - 1988
First Securities Corp. 1981 - 1984
Equable Securites February 1980 - August 1981
Skills
Financial Planning, Portfolio Management, Valuation, Retirement, Technical Analysis, Financial Analysis, Client Service
Education
Marquette University 1971 — 1975
Liberal Arts
St. Mary's High School 1967 — 1971
GED
St.Patrick School 1959 — 1967
Nelson Weine's Landaas & Company Experience May 2000 - October 2013
Job Investment Advisor
Industry Investment Management
Experience
Oak Tree Financial Services, LLC November 2013 - Present
Landaas & Company May 2000 - October 2013
Strong Capital Management 1995 - 2000
various law firms 1972 - 1995
Internal Revenue Service 1969 - 1972
Skills
Retirement, Investment Management, Investments, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Tax, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Law, Financial Planners, Series 7, Tax Planning
Education
The George Washington University
Masters of Tax, National Law Center
The Ohio State University 1965 — 1968
Doctor of Law (JD)
Miami University 1961 — 1965
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Oak Tree Financial Services, LLC November 2013 - Present
Landaas & Company May 2000 - October 2013
Strong Capital Management 1995 - 2000
various law firms 1972 - 1995
Internal Revenue Service 1969 - 1972
Skills
Retirement, Investment Management, Investments, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Tax, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Law, Financial Planners, Series 7, Tax Planning
Education
The George Washington University
Masters of Tax, National Law Center
The Ohio State University 1965 — 1968
Doctor of Law (JD)
Miami University 1961 — 1965
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Elizabeth Baldwin's Landaas & Company Experience June 2008 - August 2009
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School