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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-29 |
Branch Locations
10700 W Research Drive Suite 100, Milwaukee, WI 53226 • United States
Muskego, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landaas & Company | Milwaukee | WI | 05/2004 | 03/2023 |
| Lewis Financial | Milwaukee | WI | 03/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: LEGACY LANDSCAPING LLC INVESTMENT RELATED: NO ADDRESS: S81W18510 GEMINI DR #3 MUSKEGO, WI NATURE OF BUSINESS: LANDSCAPING START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I HAVE NO DUTIES. I AM A MEMBER OF THE LLC OF THE COMPANY MY HUSBAND OWNS 2. NAME OF OTHER BUSINESS: SCHULEW INVESTMENT RELATED: NO ADDRESS: S81W18510 GEMINI DR #3 MUSKEGO, WI NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I HAVE NOT DUTIES FOR THIS ROLE. THIS IS MY HUSBANDS COMPANY. 3. NAME OF OTHER BUSINESS: LEWIS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-14 |
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