Eric Scott Schmitz

CFP

Klaas Financial Asset Advisors, LLC.

3 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Klaas Financial Asset Advisors, LLC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

971 clients

Average Client Portfolio

$651K average

Assets Under Management

$632.1M

Fee Structure

Minimum Investment:None

Location

5951 McKee Road, Suite 200, Fitchburg, WI, 53719

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Klaas Financial Asset Advisors, LLC.

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Woodbury Financial Services, INC.Broker

April 2023 - October 2023 · 6 mos

Woodbury Financial Services, INC.

February 2023 - October 2023 · 8 mos

MD Financial / Vestment Financial

January 2022 - February 2023 · 1 yr 1 mo

State Registrations2 states

ILWI

Advisor

Exams

No exam information available for this advisor.