Klaas Financial Asset Advisors, LLC
Klaas Financial Asset Advisors, LLC (CRD# 121399) is a financial advisory firm headquartered in Loves Park, IL. They manage $284,000,000 in 2,015 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management284MILLION
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Total Number of Accounts2,015ACCOUNTS
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Average Account Value$140,943
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CO, FL, IA, IL, MI, MN, MO, NE, SC, TN, TX, WI
Nan Zimdars (CRD# 725416) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has over 37 years of experience in the finance industry. Nan Zimdars 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.
Kyle Kite (CRD# 5689373) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 4 years of experience in the finance industry. Kyle Kite 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.
Craig Klaas (CRD# 5180709) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 11 years of experience in the finance industry.
Maleeah Wernsing-Cuevas (CRD# 4907620) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 12 years of experience in the finance industry.
Janel Kalish (CRD# 1813960) 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. Janel Kalish 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.
Joshua Stirling (CRD# 6865628) 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.
Matthew Weiss (CRD# 6654870) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has 1 year of experience in the finance industry.
Craig Klaas (CRD# 2139410) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 26 years of experience in the finance industry.
Melissa Wenger (CRD# 6713175) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has 1 year of experience in the finance industry.