Craig Klaas
Craig Klaas is a registered investment advisor at Klaas Financial Asset Advisors, LLC., based in Loves Park, IL, with 19 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 971 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Klaas Financial offers investment management through the KIP wrap fee program. Details about the fees are available in the Wrap Fee Program Brochure, which can be found on their website.
Location
4707 Perry Ridge Lane, Loves Park, IL, 61111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a notary public, notarizing legal documents with minimal time commitment. He is also an insurance agent, though he is not currently selling new fixed insurance products but is listed as agent of record on existing fixed annuities and term life insurance policies, also with minimal time commitment. Additionally, Craig is the President of Pheasant Point 1 Homeowners Association, dedicating minimal time to this role.
Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
Previous Registrations
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.