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

More Retirement Planning firms in Loves Park, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Loves Park, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.