Unclaimed Profile

Craig Jared Klaas

KLAAS FINANCIAL ASSET ADVISORS, LLC.·LOVES PARK, Illinois

SIE, Series 7, Series 65, Series 66Clean record19 years registeredKLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 5180709Firm CRD# 121399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Jared Klaas · LOVES PARK, IL

Registration

CRD #5180709 · KLAAS FINANCIAL ASSET ADVISORS, LLC. · 19 years registered

Brand Profile

Not yet started

Career History

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Mar 2007 – present

INVESTACORP ADVISORY SERVICES INC

Nov 2007 – Nov 2015

LOVES PARK, IL

KMS FINANCIAL SERVICES, INC

Nov 2006 – Nov 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · November 13, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KLAAS FINANCIAL ASSET ADVISORS, LLC.

CRD 121399 · SEC 801-79516

AUM

$569M

Regulatory assets under management

Employees

969 client accounts

Services offered by KLAAS FINANCIAL ASSET ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KLAAS FINANCIAL ASSET ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Craig Jared Klaas offer?

Craig Jared Klaas specializes in Financial Planning, Investment Management. Contact their office in LOVES PARK, Illinois for a consultation.

What are Craig Jared Klaas's credentials?

Craig Jared Klaas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Jared Klaas located?

Craig Jared Klaas is based in LOVES PARK, Illinois, working with KLAAS FINANCIAL ASSET ADVISORS, LLC.. Their office serves clients in the LOVES PARK metropolitan area and surrounding communities.

How does Craig Jared Klaas charge for services?

Craig Jared Klaas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KLAAS FINANCIAL ASSET ADVISORS, LLC.?

KLAAS FINANCIAL ASSET ADVISORS, LLC. has approximately 13 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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