KLAAS FINANCIAL ASSET ADVISORS, LLC. Employee Directory

Q: What is KLAAS FINANCIAL ASSET ADVISORS, LLC. known for?

KLAAS FINANCIAL ASSET ADVISORS, LLC. was founded in 1976. KLAAS FINANCIAL ASSET ADVISORS, LLC. operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

OUR MISSION:
We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives.  We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends.

ABOUT US:
Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. 

Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.

Find KLAAS FINANCIAL ASSET ADVISORS, LLC. employees' phone numbers or email addresses

KLAAS FINANCIAL ASSET ADVISORS, LLC. Global Highlights

North America
41

United States Of America
41

Europe
1

France
1

KLAAS FINANCIAL ASSET ADVISORS, LLC.'s Leadership

C. K.
Ceo, President
Mobile Phone
Email
J. S.
Chief Investment Officer
Mobile Phone
Email
S. M.
Chief Operating Officer Chief Operating Officer
Mobile Phone
Email
C. K.
Founder & President, Investment Advisor Representative
Mobile Phone
Email
F. R.
Director Of Retirement Plans
Mobile Phone
Email
J. S.
Director Of Portfolio Management
Mobile Phone
Email
M. P.
College And Unit Partnerships Program Manager, Alumni Affairs
Mobile Phone
Email
C. S.
Principal
Mobile Phone
Email

Contact profiles from KLAAS FINANCIAL ASSET ADVISORS, LLC.

Name

Title

Contact Info

Location

Last Update

J. S.
Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Oct 24, 2025
C. K.
Ceo, President
Mobile Phone
Email
United StatesWisconsin
Aug 20, 2025
S. M.
Chief Operating Officer Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Sep 19, 2025
F. R.
Director Of Retirement Plans
Mobile Phone
Email
United StatesWisconsin
Dec 11, 2025
J. S.
Director Of Portfolio Management
Mobile Phone
Email
Oct 22, 2024
M. P.
College And Unit Partnerships Program Manager, Alumni Affairs
Mobile Phone
Email
Oct 17, 2024
C. S.
Principal
Mobile Phone
Email
Jun 23, 2025
E. S.
Investment Adviser Representative
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2025
E. S.
Investment Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 24, 2025
R. H.
Portfolio Analyst
Mobile Phone
Email
United StatesWisconsin
Oct 27, 2025

Frequently Asked Questions

What is KLAAS FINANCIAL ASSET ADVISORS, LLC. known for?

KLAAS FINANCIAL ASSET ADVISORS, LLC. was founded in 1976 operates in the Financial Services industry. The company's main headquarters is located in 4707 Perry Ridge Lane, Loves Park, IL 61111, US; you can contact the main corporate office by phone at

+1-815-877-****

. Explore KLAAS FINANCIAL ASSET ADVISORS, LLC.'s company overview page for more information.

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

KLAAS FINANCIAL ASSET ADVISORS, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KLAAS FINANCIAL ASSET ADVISORS, LLC. email formats with LeadIQ.

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

KLAAS FINANCIAL ASSET ADVISORS, LLC. has approximately 22 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are KLAAS FINANCIAL ASSET ADVISORS, LLC.'s key employees and leadership?

As of December 2025, KLAAS FINANCIAL ASSET ADVISORS, LLC.'s key employees include:

Ceo, President: C. K.
Chief Investment Officer: J. S.
Chief Operating Officer Chief Operating Officer: S. M.
Founder & President, Investment Advisor Representative: C. K.
Director Of Retirement Plans: F. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking