Klaas Financial Asset Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Klaas Financial Asset Advisors, registered in 2014, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 9 advisors. Klaas Financial Asset Advisors manages $377.6 million and provides investment advisory services for 1,398 clients (1:156 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 13
Minimum Investment $100,000
Average Client Balance $270,100
Total AUM $377.6 million
Advisor / Client Ratio 1:156
Headquarters 4707 Perry Ridge Lane Loves Park, IL 61111
SEC Filings View SEC IAPD CRD #121399
State(s) Registered AZ, CO, FL, IL, IA, MI, MN, MO, NE, NC, SC, TN, TX, WI

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.