![Michael Schlimgen, financial advisor Fitchburg WI](/img/ws/profile-blank-sq.png)
Michael Schlimgen (CRD# 7621982) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has 1 year of experience in the finance industry. Michael Schlimgen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
![Aaron Abel, financial advisor Fitchburg WI](/img/ws/profile-blank-sq.png)
CRD# 5525772
Ameriprise Financial Services, LLC
![David Abuaf, financial advisor Fitchburg WI](/img/ws/profile-blank-sq.png)
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Klaas Financial Asset Advisors, LLC | Fitchburg, WI | Mar 2022 - Current | 2 |
Not Applicable | Madison, WI | Aug 2018 - May 2022 | 3 |
Kroger Company | Madison, WI | Aug 2016 - Jan 2022 | 5 |
Not Applicable | Cottage Grove, WI | Aug 2006 - Jun 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- 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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