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Craig Jared Klaas

Klaas Financial Asset Advisors, LLC

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About Craig Jared Klaas

Craig Klaas is an Investment Advisor Representative at Klaas Financial Asset Advisors, LLC. Craig has been in the financial services industry since 2006 and has experience in providing financial planning, investment advice, and other financial services to individuals, families, and businesses. Craig is also a licensed insurance agent and notary public.

Firm Information

Craig Klaas is currently registered with Klaas Financial Asset Advisors, LLC. 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.

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Craig Klaas’s Registration & Firm History

IL

03/08/2007 - Present

Klaas Financial Asset Advisors, LLC (LOVES PARK IL)

IL

07/17/2020 - 09/10/2020

SECURITIES AMERICA, INC. (LOVES PARK IL)

IL

02/22/2007 - 07/17/2020

INVESTACORP, INC. (LOVES PARK IL)

WA

07/24/2006 - 11/30/2006

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 06/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Jared Klaas.
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