Unclaimed Profile

Steven Laverne Schou

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

SIE, Series 6, Series 7, Series 22, Series 63CFPClean record24 years registeredKLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 1093736Firm CRD# 121399

Profile Verification

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

Identity

Steven Laverne Schou · LOVES PARK, IL

Registration

CRD #1093736 · 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.

BATES FINANCIAL ADVISORS, INC.

Mar 2019 – Sep 2019

ROCKFORD, IL

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Apr 2002 – May 2017

LOVES PARK, IL

INVESTACORP ADVISORY SERVICES INC

Jan 2002 – Jul 2017

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · January 7, 2002

Years registered · 24

Professional designation · CFP

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 Steven Laverne Schou offer?

Steven Laverne Schou specializes in Financial Planning, Investment Management.

What are Steven Laverne Schou's credentials?

Steven Laverne Schou holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Laverne Schou located?

Steven Laverne Schou is based in LOVES PARK, Illinois, last registered with KLAAS FINANCIAL ASSET ADVISORS, LLC..

How does Steven Laverne Schou charge for services?

Steven Laverne Schou'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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