Michael D Hoelzl

Employer firm

Landaas & Company CRD 47487

$1.93B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Landaas & Company
  Milwaukee, WI

Other Businesses

Mr. Hoelzl is a licensed insurance agent in the state of Wisconsin. Mr. Hoelzl services insurance and annuity contacts for clients of Landaas & Company, LLC as part of normal duties with Landaas & Company and does not service clients that are not clients of Landaas & Company. Mr. Hoelzl does not conduct insurance activities outside of Landaas & Company's normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-27