Klaas Financial Asset Advisors, LLC
Klaas Financial Asset Advisors, LLC (CRD# 121399) is a financial advisory firm headquartered in Loves Park, IL. They manage $568,629,779 in 969 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management569MILLION
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Total Number of Accounts969ACCOUNTS
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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
Nathan Breiby (CRD# 6233768) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 9 years of experience in the finance industry.
Kyle Kite (CRD# 5689373) 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.
Craig Klaas (CRD# 5180709) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 17 years of experience in the finance industry.
Forrest Ross (CRD# 2201941) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has over 32 years of experience in the finance industry.
Eric Schwartz (CRD# 6229045) 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.
Joshua Stirling (CRD# 6865628) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has over 6 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 18 years of experience in the finance industry.
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.
Michael Schlimgen (CRD# 7621982) 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.
Nathan Winslow (CRD# 4329551) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 22 years of experience in the finance industry.