Insights

Wealth Planning Focus Legacy and retirement planning orientation suggests opportunities to cross-sell holistic financial planning services, including estate, tax-efficient withdrawal strategies, and education on transitioning wealth to heirs.

Asset Management Recent stake in iShares Core MSCI Emerging Markets ETF indicates active investment management capabilities and potential for expanding client portfolios with diversified, ETF-based strategies.

SMB and Family Markets Size and structure imply a target mix of individuals, families, and small businesses seeking retirement planning, risk management, and personalized advisory, presenting cross-sell routes to small business retirement plans and personal risk products.

Regional Presence Two-office footprint in Northern Illinois and Southern Wisconsin creates potential for localized outreach, partnerships with local CPAs and attorneys, and scalable client acquisition within midwestern markets.

Tech Stack & Compliance Registered investment adviser with established digital tools stack suggests readiness for scalable onboarding, client communication, and data-driven advisory services; opportunity to leverage digital marketing and CRM integrations to grow client base.

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KLAAS FINANCIAL ASSET ADVISORS, LLC. Tech Stack

KLAAS FINANCIAL ASSET ADVISORS, LLC. uses 8 technology products and services including Joomla, WordPress, Mailchimp, and more. Explore KLAAS FINANCIAL ASSET ADVISORS, LLC.'s tech stack below.

Joomla
Content Management System
WordPress
Content Management System
Mailchimp
Email
Microsoft 365
Email
Underscore.js
Javascript Libraries
Constant Contact
Marketing Automation
Apache
Web Servers
Max Mega Menu
Widgets

Media & News

Klaas Financial Asset Advisors, LLC invests into assets: stake in iShares Core MSCI Emerging Markets ETF in the amount of $12.1M
Klaas Financial Asset Advisors LLC acquired a new stake in iShares Core MSCI Emerging Markets ETF in the fourth quarter valued at approximately $4,341,000.
Feb 15, 2021 | www.modernreaders.com

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s Email Address Formats

KLAAS FINANCIAL ASSET ADVISORS, LLC. uses at least 2 email formats:

KLAAS FINANCIAL ASSET ADVISORS, LLC. Email Formats	Example	Percentage
FirstL@klaasfinancial.com	JohnD@klaasfinancial.com	93%
FirstLast@klaasfinancial.com	JohnDoe@klaasfinancial.com	7%

Frequently Asked Questions

What is KLAAS FINANCIAL ASSET ADVISORS, LLC.'s phone number?

You can contact KLAAS FINANCIAL ASSET ADVISORS, LLC.'s main corporate office by phone at

+1-815-877-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is KLAAS FINANCIAL ASSET ADVISORS, LLC.'s official website and social media links?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s official website is klaasfinancial.com and has social profiles on LinkedIn.

How much revenue does KLAAS FINANCIAL ASSET ADVISORS, LLC. generate?

As of September 2026, KLAAS FINANCIAL ASSET ADVISORS, LLC.'s annual revenue is estimated to be $25M - $50M.

What is KLAAS FINANCIAL ASSET ADVISORS, LLC.'s NAICS code?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does KLAAS FINANCIAL ASSET ADVISORS, LLC. have currently?

As of September 2026, KLAAS FINANCIAL ASSET ADVISORS, LLC. has approximately 24 employees across 2 continents, including North America and Europe. Key team members include Director Of Portfolio Management: J. S., Responsable Commercial: A. S. and College And Unit Partnerships Program Manager, Alumni Affairs: M. P. Explore KLAAS FINANCIAL ASSET ADVISORS, LLC.'s employee directory with LeadIQ.

What industry does KLAAS FINANCIAL ASSET ADVISORS, LLC. belong to?

KLAAS FINANCIAL ASSET ADVISORS, LLC. operates in the Financial Services industry.

What technology does KLAAS FINANCIAL ASSET ADVISORS, LLC. use?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s tech stack includes Joomla, WordPress, Mailchimp, Microsoft 365, Underscore.js, Constant Contact, Apache and Max Mega Menu.

What is KLAAS FINANCIAL ASSET ADVISORS, LLC.'s email format?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s email format typically follows the pattern of FirstL@klaasfinancial.com. Find more KLAAS FINANCIAL ASSET ADVISORS, LLC. email formats with LeadIQ.

When was KLAAS FINANCIAL ASSET ADVISORS, LLC. founded?

KLAAS FINANCIAL ASSET ADVISORS, LLC. was founded in 1976.

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Q: What technology does KLAAS FINANCIAL ASSET ADVISORS, LLC. use?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s tech stack includes Sitelinks Search Box, Plesk, MySQL, Apache HTTP Server, Twitter.

Q: What is KLAAS FINANCIAL ASSET ADVISORS, LLC.'s NAICS code?

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States11-50 Employees

Klaas Financial Asset Advisors, LLC operates within the financial services sector with a focus on retirement planning and investment guidance. As a registered investment adviser with the U.S. Securities and Exchange Commission, it provides objective, prudent advice intended to help clients grow their assets, protect their wealth, and transfer it consistent with their goals. The firm emphasizes a relationship built on integrity and stewardship to support clients in prioritizing personal matters such as family and faith. Founded in 1976, Klaas Financial maintains offices in Northern Illinois and Southern Wisconsin and is based in Loves Park, Illinois. Its services are aimed at individuals, families, and companies seeking retirement planning and consolidated answers to retirement questions.