RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
9yrs
Jack Gloss
Financial advisor at Landaas & Company
Based in Milwaukee, Wisconsin, Jack Gloss is a fiduciary financial advisor with 9 years of industry experience. Jack joined Landaas & Company in 2024, after three years at Allspring Funds Management and two years at Wells Fargo Advisors. Landaas & Company offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and commissions.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office411 E. Wisconsin Ave, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Hourly, Commissions
Typical client at the firm ?$1.06 million
Advisors at the firm20
States licensed ?1 state
Services through Landaas & Company
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLandaas & CompanyCurrent firm
- 2021 – 2024Allspring Funds Management, LLCPreviously
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Jack
(414) 223-1099Landaas & Company main office 411 E. Wisconsin AveMilwaukee, WI 53202Office · Get directions Firm websiteHTTPS://WWW.LANDAAS.COM
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Landaas & Company at (414) 223-1099 and ask for Jack Gloss. Jack works from the Milwaukee, WI office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jack hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Landaas & Company reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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