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KLAAS FINANCIAL ASSET ADVISORS, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.
LOVES PARK, Illinois
·
9 registered advisors
·
CRD# 121399
SEC# 801-79516
1
815-877-8440
01
Firm Overview
AUM
$569M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KLAAS FINANCIAL ASSET ADVISORS, LLC.
9 registered advisors
Craig Jared Klaas
LOVES PARK, Illinois
CRD# 5180709
Craig Martin Klaas
LOVES PARK, Illinois
CRD# 2139410
Eric James Schwartz
LOVES PARK, Illinois
CRD# 6229045
Joshua Eric Stirling
LOVES PARK, Illinois
CRD# 6865628
Kyle A Kite
LOVES PARK, Illinois
CRD# 5689373
Maleeah Lonna Wernsing-Cuevas
LOVES PARK, Illinois
CRD# 4907620
Rita Bardell Rhodes
LOVES PARK, Illinois
CRD# 4783457
Stephanie Renee Mowers
LOVES PARK, Illinois
CRD# 3071515
Steven Laverne Schou
LOVES PARK, Illinois
CRD# 1093736
05
Office Locations
LOVES PARK, Illinois
9 advisors
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Data sourced from SEC Form ADV filings. KLAAS FINANCIAL ASSET ADVISORS, LLC. (CRD# 121399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.