KLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 Perry Ridge Lane
Loves Park, Illinois 61111
Tel: 815-877-8440

About KLAAS FINANCIAL ASSET ADVISORS, LLC.

KLAAS FINANCIAL ASSET ADVISORS, LLC, formally registered with the SEC as KLAAS FINANCIAL ASSET ADVISORS, LLC. The firm was established in 04/09/2014. They have over 2 offices throughout the country.

KLAAS FINANCIAL ASSET ADVISORS, LLC. is a Loves Park, Illinois based Financial Planning firm with nearly $568,629,779 assets under management, offering retirement planning & investment advisory services to 969 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121399
SEC#	801-79516
Assets Managed by Firm	$568,629,779
No. of Clients	969
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INSTITUTIONAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	969	$568,629,779
Individuals (other than high net worth individuals)	826	$327,065,587
High net worth individuals	139	$234,234,080
Charitable organizations	Fewer than 5 clients	$137,017
Corporations or other businesses	Fewer than 5 clients	$7,193,095

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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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