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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Schlimgen is an investment advisor representative at Klaas Financial Asset Advisors, LLC. Michael Schlimgen is registered with the state of Illinois and Wisconsin. Michael James Schlimgen holds the Series 65 license. Michael Schlimgen is also a Certified Financial Planner. Klaas Financial Asset Advisors, LLC specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Klaas Financial Asset Advisors, LLC (Fitchburg WI)
IA
Issued 11/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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