Klaas Financial Asset Advisors, LLC

Klaas Financial Asset Advisors, LLC (CRD# 121399) is a financial advisory firm headquartered in Loves Park, IL. They manage $234,000,000 in 1,855 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
4707 Perry Ridge Lane, Loves Park, IL 61111
http://www.klaasfinancial.com
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    1,855
    ACCOUNTS
  • Average Account Value
    $126,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CO, FL, IA, IL, MI, MN, MO, NE, SC, TN, TX, WI

Financial Advisors at Klaas Financial Asset Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig Klaas, financial advisor Loves Park IL
Craig J. Klaas
CRD#: 5180709
4707 Perry Ridge Lane, Loves Park, IL 61111
93
Wealthminder
score

Craig Klaas (CRD# 5180709) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 10 years of experience in the finance industry.

2
Maleeah Wernsing-Cuevas, financial advisor Loves Park IL
Maleeah L. Wernsing-Cuevas
CRD#: 4907620
4707 Perry Ridge Lane, Loves Park, IL 61111
93
Wealthminder
score

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.

3
Kyle Kite, financial advisor Loves Park IL
Kyle A. Kite
CRD#: 5689373
4707 Perry Ridge Lane, Loves Park, IL 61111
89
Wealthminder
score

Kyle Kite (CRD# 5689373) 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.

4
Craig Klaas, financial advisor Loves Park IL
Craig M. Klaas
CRD#: 2139410
4707 Perry Ridge Lane, Loves Park, IL 61111
83
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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