Craig
Klaas
Klaas Financial Asset Advisors, LLC
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About this Advisor
Craig Klaas is a financial advisor operating in Loves Park, Illinois with 16 years of industry experience. Klaas is an employee of Klaas Financial Asset Advisors, LLC. During their career, the advisor has held roles at Investacorp, Inc, Investacorp Advisory Services, Klaas Financial Asset Advisors LLC and Securities America, Inc. Klaas holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois, Texas and Wisconsin. Klaas Financial Asset Advisors, LLC is a financial advisory firm based out of Loves Park, IL. It has a total of 13 financial advisors. It oversees $478 million in total assets among its 2,466 accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,466 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors typically are based on which services are offered. However, fee types charged by Klaas Financial Asset Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Klaas Financial Asset Advisors, LLC Brokerage Details
$478,280,533
13
2,466
$193,950
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Craig Klaas Work History
Craig has been registered as a financial advisor for 16 years.*
Klaas Financial Asset Advisors LLC
Securities America, Inc
Investacorp, Inc
Investacorp Advisory Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Klaas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Klaas Financial Asset Advisors, LLC
Madison, WI
Loves Park, IL
Madison, WI
Loves Park, IL
Loves Park, IL
Loves Park, IL
Madison, WI
Loves Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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