Unclaimed Profile

Reuben Neese

LANDAAS & COMPANY·MILWAUKEE, Wisconsin

SIE, Series 99Clean recordLANDAAS & COMPANY

411 E WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 5509932Firm CRD# 47487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Reuben Neese · MILWAUKEE, WI

Registration

CRD #5509932 · LANDAAS & COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 99

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANDAAS & COMPANY

CRD 47487 · SEC 801-45055

AUM

$1.5B

Regulatory assets under management

Employees

4,070 client accounts

Services offered by LANDAAS & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LANDAAS & COMPANY →

Introduction

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Frequently Asked Questions

What services does Reuben Neese offer?

Reuben Neese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Reuben Neese's credentials?

Reuben Neese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Reuben Neese located?

Reuben Neese is based in MILWAUKEE, Wisconsin, working with LANDAAS & COMPANY. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Reuben Neese charge for services?

Reuben 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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