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).

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 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.

2
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 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 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.