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Rita Bardell Rhodes

KLAAS FINANCIAL ASSET ADVISORS, LLC.·LOVES PARK, Illinois
Unclaimed Profile
4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 4783457Firm CRD# 121399
01

About

Rita Bardell Rhodes is a registered financial advisor based in LOVES PARK, Illinois, affiliated with KLAAS FINANCIAL ASSET ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KLAAS FINANCIAL ASSET ADVISORS, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.
AUM
$569M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4783457
Firm CRD# 121399
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rita Bardell Rhodes offer?
Rita Bardell Rhodes specializes in Financial Planning, Investment Management. Contact their office in LOVES PARK, Illinois for a consultation.
What are Rita Bardell Rhodes's credentials?
Rita Bardell Rhodes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rita Bardell Rhodes located?
Rita Bardell Rhodes 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 Rita Bardell Rhodes charge for services?
Rita Bardell Rhodes'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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