Steven Robert Giles
Investment adviser representative at Landaas & Company
22 yearsExperience
2 statesRegistered in
$1.9BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Landaas & CompanyOct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Landaas & Company
Legal name: Landaas & Company, LLC
$1.9BAssets managed
1,804Clients
19Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4199321
- Firm CRD
- 47487