Unclaimed Profile

Joshua Eric Stirling

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

SIE, Series 7, Series 63, Series 65CFAClean record8 years registeredKLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 6865628Firm CRD# 121399

Profile Verification

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

Identity

Joshua Eric Stirling · LOVES PARK, IL

Registration

CRD #6865628 · KLAAS FINANCIAL ASSET ADVISORS, LLC. · 8 years registered

Brand Profile

Not yet started

Career History

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Jan 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 15, 2018

Years registered · 8

Professional designation · CFA

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 Joshua Eric Stirling offer?

Joshua Eric Stirling specializes in Financial Planning, Investment Management. Contact their office in LOVES PARK, Illinois for a consultation.

What are Joshua Eric Stirling's credentials?

Joshua Eric Stirling holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Eric Stirling located?

Joshua Eric Stirling 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 Joshua Eric Stirling charge for services?

Joshua Eric Stirling'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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