Joshua Stirling
Joshua Stirling is a CFA-designated registered investment advisor at Klaas Financial Asset Advisors, LLC., based in Fitchburg, WI, with 8 years of industry experience. Joshua 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
5951 McKee Road, Suite 200, Fitchburg, WI, 53719-5114
Get directionsHistory
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 Activities
Joshua is the Vice President and a Director of CFA Society Madison, a professional organization, and a member of its Programming Committee. He dedicates minimal time to this volunteer position.
Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
Previous Registrations
Securities America, INC.Broker
Investacorp, INC.Broker
State Registrations2 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.