Michael
Schlimgen
Klaas Financial Asset Advisors, LLC
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About this Advisor
Michael Schlimgen is a financial advisor who works in Madison, Wisconsin with 1 year of industry experience. Schlimgen currently works for Klaas Financial Asset Advisors, LLC. During their career, the advisor has held roles at Klaas Financial Asset Advisors, LLC, Kroger Company and Not Applicable. Schlimgen holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Illinois and Wisconsin. Klaas Financial Asset Advisors, LLC is a company that has its headquarters in Loves Park, IL. It has a total of 13 people on staff. It has $478 million in assets across its 2,466 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,466 client accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including 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. Financial management fees largely are based on which service is provided. However, fees charged by Klaas Financial Asset Advisors, LLC most likely are comprised 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
Michael Schlimgen Work History
Michael has been registered as a financial advisor for 1 years.*
Klaas Financial Asset Advisors, LLC
Not Applicable
Kroger Company
Not Applicable
*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 Michael Schlimgen 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
Madison, WI
Loves Park, IL
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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