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).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    2,015
    ACCOUNTS
  • Average Account Value
    $140,943
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.

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

Financial Advisors at Klaas Financial Asset Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Nan M. Zimdars
CRD#: 725416
5951 Mckee Rd, Suite 200, Fitchburg, WI 53719
96
Wealthminder
score

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.

2
Kyle A. Kite
CRD#: 5689373
4707 Perry Ridge Lane, Loves Park, IL 61111
93
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 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.

3
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 11 years of experience in the finance industry.

4
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.

5
Janel C. Kalish
CRD#: 1813960
2979 Triverton Pike Dr, Suite 104, Fitchburg, WI 53711
90
Wealthminder
score

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.

6
Joshua E. Stirling
CRD#: 6865628
5951 Mckee Road, Suite 200, Fitchburg, WI 53719
87
Wealthminder
score

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.

7
Matthew H. Weiss
CRD#: 6654870
4707 Perry Ridge Lane, Loves Park, IL 61111
87
Wealthminder
score

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.

8
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.

9
Melissa A. Wenger
CRD#: 6713175
4707 Perry Ridge Lane, Loves Park, IL 61111
76
Wealthminder
score

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.

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