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Lauren Elizabeth Neese

LANDAAS & COMPANY·MILWAUKEE, Wisconsin
Unclaimed Profile
411 E WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 4653462Firm CRD# 47487
01

About

Lauren Elizabeth Neese is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with LANDAAS & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANDAAS & COMPANY
AUM
$1.5B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at LANDAAS & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4653462
Firm CRD# 47487
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Elizabeth Neese offer?
Lauren Elizabeth Neese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Lauren Elizabeth Neese's credentials?
Lauren Elizabeth Neese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Elizabeth Neese located?
Lauren Elizabeth Neese is based in MILWAUKEE, Wisconsin, working with LANDAAS & COMPANY. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Lauren Elizabeth Neese charge for services?
Lauren Elizabeth Neese's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDAAS & COMPANY?
LANDAAS & COMPANY has approximately 26 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Rebecca Lynn Villegas — NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCLori Massey Brissette — NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCRobert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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