Unclaimed Profile

Craig Martin Klaas

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

SIE, Series 7, Series 24, Series 63, Series 6624 years registeredKLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 2139410Firm CRD# 121399

Profile Verification

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

Identity

Craig Martin Klaas · LOVES PARK, IL

Registration

CRD #2139410 · KLAAS FINANCIAL ASSET ADVISORS, LLC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KLAAS FINANCIAL ASSET ADVISORS, LLC.

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Jul 2002 – Nov 2018

LOVES PARK, IL

INVESTACORP ADVISORY SERVICES INC

Jul 2002 – Nov 2015

LOVES PARK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 12, 2002

Years registered · 24

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Martin Klaas offer?

Craig Martin Klaas specializes in Financial Planning, Investment Management.

What are Craig Martin Klaas's credentials?

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

Where is Craig Martin Klaas located?

Craig Martin Klaas is based in LOVES PARK, Illinois, last registered with KLAAS FINANCIAL ASSET ADVISORS, LLC..

How does Craig Martin Klaas charge for services?

Craig Martin 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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