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KLAAS FINANCIAL ASSET ADVISORS, LLC.

CRD 121399 · SEC 801-79516

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4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111, United States

Phone

815-877-8440

Fax

815-877-6807

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$758.1M

Discretionary AUM

$758.1M

Team

15 total employees; 13 advisory reps; 116 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; INSTITUTIONAL CONSULTING FEES; TAX SERVICE FEES

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINSTITUTIONAL CONSULTING; TAX SERVICE FEES

Client types

TypeClientsAUM
Individuals812$365.4M
High net worth individuals203$391.5M

States served

AZ, CO, IL, IN, IA, MD, MI, MN, NE, NM, NC, TN, WI, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD