KLAAS FINANCIAL ASSET ADVISORS

Klaas Financial Asset Advisors

Financial Services, 4707 Perry RDG Ln, Loves Park, Illinois, 61111, United States, 11-50 Employees

klaasfinancial.com

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Who is KLAAS FINANCIAL ASSET ADVISORS

OUR MISSION: We are deeply committed to our clients personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principa...

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  • 4707 Perry RDG Ln, Loves Park, Illinois, 61111, United States Headquarters: 4707 Perry RDG Ln, Loves Park, Illinois, 61111, United States
  • 1976 Date Founded: 1976
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 561990 | Show More

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KLAAS FINANCIAL ASSET ADVISORS Org Chart and Mapping

Employees

Alyssa Ebert

Customer Service Desk Associate

Cfp® Eric Schwartz

Investment Adviser Representative

Josh Stirling

Director of Portfolio Management

Forrest Ross

Director of Retirement Plans

Alli Acker

Coordinator of Client & Site Services | Marketing Assistant

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Frequently Asked Questions Regarding KLAAS FINANCIAL ASSET ADVISORS

Answer: KLAAS FINANCIAL ASSET ADVISORS's headquarters are located at 4707 Perry RDG Ln, Loves Park, Illinois, 61111, United States

Answer: KLAAS FINANCIAL ASSET ADVISORS's phone number is +18*********

Answer: KLAAS FINANCIAL ASSET ADVISORS's official website is https://klaasfinancial.com

Answer: KLAAS FINANCIAL ASSET ADVISORS's revenue is $5 Million to $10 Million

Answer: KLAAS FINANCIAL ASSET ADVISORS's SIC: 6282

Answer: KLAAS FINANCIAL ASSET ADVISORS's NAICS: 561990

Answer: KLAAS FINANCIAL ASSET ADVISORS has 11-50 employees

Answer: KLAAS FINANCIAL ASSET ADVISORS is in Financial Services

Answer: KLAAS FINANCIAL ASSET ADVISORS contact info: Phone number: +18********* Website: https://klaasfinancial.com

Answer: OUR MISSION: We are deeply committed to our clients personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our clients personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.

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