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Rachael Clara Herold-plakut

Klaas Financial Asset Advisors, LLC

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About Rachael Clara Herold-plakut

Rachael Clara Herold-plakut is an investment advisor representative registered with Klaas Financial Asset Advisors, LLC. Rachael is licensed to provide advisory services in Illinois and Wisconsin. Rachael has been in the financial industry for a number of years, with experience in various roles including working for Compass Properties, Eatstreet, and the University of Wisconsin - Madison. Rachael has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Rachael is an expert in offering financial planning, pension consulting, and portfolio management services. Rachael has been a registered investment advisor representative for more than a year.

Firm Information

Rachael Herold-plakut 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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Rachael Herold-plakut’s Registration & Firm History

IL

05/01/2024 - Present

Klaas Financial Asset Advisors, LLC (LOVES PARK IL)

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Licenses & Designations

IA

Issued 05/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachael Clara Herold-plakut.
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