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Klaas Financial Asset Advisors, LLC

Headquartered in LOVES PARK, IL

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Firm Information

Klaas Financial Asset Advisors, LLC is an investment advisor based in Loves Park, IL. The firm provides a range of services, including financial planning, pension consulting, educational seminars, institutional consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals. Klaas Financial Asset Advisors has over 969 clients and manages over $568 million in assets. The firm's website provides information about their services and team.

Klaas Financial Asset Advisors, LLC

4707 PERRY RIDGE LANE

LOVES PARK, IL 61111

$568.63M

Assets Under Management

24

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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institutional consulting

Institutional consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

KLAAS FINANCIAL ASSET ADVISORS, LLC has a total of 3 branch locations across the country.

Advisors at Klaas Financial Asset Advisors, LLC

View All 11 Advisors

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Disclosures

There are no public disclosures for Klaas Financial Asset Advisors, LLC.

Frequently Asked Questions (10)

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