Joshua Stirling (CRD# 6865628) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has over 6 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klaas Financial Asset Advisors, LLC | Loves Park, IL | Mar 2023 - Current | 1 |
| Klaas Financial Asset Advisors, LLC | Loves Park, IL | Jan 2018 - Current | 6 |
| Klaas Financial Asset Advisors, LLC | Loves Park, IL | Mar 2022 - Feb 2023 | < 1 |
| Klaas Financial Asset Advisors LLC | Loves Park, IL | Jan 2020 - Mar 2022 | 2 |
| Securities America, Inc. | Fitchburg, WI | Jul 2020 - Sep 2020 | < 1 |
| Investacorp, Inc. | Fitchburg, WI | Jun 2018 - Jul 2020 | 2 |
| Klaas Financial Asset Advisors LLC | Loves Park, IL | Oct 2017 - Jan 2018 | < 1 |
| Best Buy | Wauwatosa, WI | Oct 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- IL
- WI
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts969ACCOUNTS
-
Average Account Value$586,821
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CO, FL, IA, IL, MI, MN, NC, NE, NM, TN, TX, WI
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