Alyssa Ebert (CRD# 7191927) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 3 years of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klaas Financial Asset Advisors LLC | Loves Park, IL | Oct 2019 - Current | 4 |
| Aerotek | Rockford, IL | Apr 2019 - Oct 2019 | < 1 |
| Manley's Belvidere Ford & Lincoln | Belvidere, IL | Jan 2016 - Apr 2019 | 3 |
| Rockford Park District | Rockford, IL | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- 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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