FIRM BACKGROUND Landaas & Company, LLC (“Landaas”) is an SEC-registered investment advisor and a FINRA member introducing broker-dealer to Pershing LLC (“Pershing”). Landaas provides asset management and consulting services to clients through its licensed Investment Advisor Representatives (“Representatives”). Landaas is a Limited Liability Company founded in 1989 in Milwaukee, WI and principally owned by Robert Landaas through RWL Holdings, as well as Lauren and Reuben Neese who acquired a 25% interest on September 1, 2019. Landaas also offers brokerage and certain other investment-related services; however, this document is limited to describing the investment advisory services provided to clients. TYPES OF ADVISORY SERVICES OFFERED Asset Management Services Landaas manages clients’ investment portfolios on a discretionary or non-discretionary basis by allocating assets among various mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and various alternative investment options. As of December 31, 2023, Landaas had $1,490,912,827 in discretionary assets under management, and $24,391,452 in non- discretionary assets under management. Landaas tailors its advisory services to accommodate the needs of its individual clients and continually seeks to manage its clients’ portfolios in a manner consistent with their specific investment profiles. At Landaas, asset management services begin with a Landaas Representative assisting each new client in determining their individual investment objectives and tolerance for risk. Clients are advised to promptly notify Landaas if any changes occur in their financial situation or if they wish to place any limitations or reasonable restrictions on the management of their portfolios. Consulting Services Landaas provides consulting services on an hourly fee basis. Consulting services include,

but are not limited to, financial and retirement planning, determining an investment strategy for clients’ financial assets, and making recommendations for the selection and positioning of clients’ assets. Consideration is given to risk tolerance, income needs, and both short- and long- term financial objectives. Consulting services are completed by presenting a final report to the client which will be provided in writing upon request. After an initial analysis of the client's financial situation is performed and initial advice provided, Landaas makes available ongoing consulting services, also on an hourly fee basis, designed to continue the advisory relationship to implement, update and modify the initial advice provided. 2 | P a g e Landaas' hourly fee for consulting services varies from $150 to $500 per hour and is determined by the nature and scope of the advice requested by the client, the amount and nature of the research required to complete the project, the number of professional staff members needed to complete the client's assignment, and the nature and number of reports requested by the client. Prior to engagement, each client signs an agreement that provides an estimate of the total fee for services. Fees are due after services are provided. The agreement between Landaas and clients for consulting services may be terminated by either party at any time by written notice. Any fee due, but not yet paid, is due promptly after termination of the agreement. The decision to accept any recommendation or advice provided by Landaas in its consulting services and all decisions regarding any recommendation or advice are left to the client. Clients are free to implement recommended transactions through broker-dealers and other service providers other than those recommended by Landaas. Clients are encouraged to independently evaluate the transaction costs involved in implementing said recommendations.