Klaas Financial Asset Advisors, LLC

Categories

Financial Planning/Investments *Finance & Insurance

Foundational Member

About

Klaas Financial was founded locally in 1976 and has expanded into a multi-generational, SEC-Registered Investment Advisory firm with offices in Northern Illinois (Loves Park) and Southern Wisconsin (Fitchburg). Our mission is to help individuals, families and companies plan and invest for retirement by providing our clients with answers to all their retirement questions in one place. As a retirement planning firm, we have developed specialized services centered around helping our clients plan for and maintain a successful retirement. Klaas Financial Asset Advisors, LLC is an RIA (Registered Investment Advisor) registered with the United States Securities and Exchange Commission.

Membership Type

Foundational Member

Contacts

Mr. Craig Klaas
CEO, Financial Adviser

Mr. Kyle Kite
CFO, Financial Planner

Ms. Stephanie Mowers
COO

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