Klaas Financial Asset Advisors
Financial Services • 
Loves Park, Illinois, United States • 21-50 Employees
Company overview
| Headquarters | 4707 Perry Ridge Lane, Loves Park, IL 61111, US |
| Phone number | +18774955227 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Advising |
| Founded | 1976 |
| Employees | 21-50 |
| Socials |
Key Contacts at Klaas Financial Asset Advisors
Forrest Ross
Director Of Retirement Plans
Maleeah Cuevas
Chairman Of The Board, Director Of Marketing, Investment Adviser Representative
Forrest Ross
Director
Klaas Financial Asset Advisors Email Formats
Klaas Financial Asset Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@klaasfinancial.com), used 65.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@klaasfinancial.com | 73.1% |
{first name}{last name} | johndoe@klaasfinancial.com | 23.1% |
{first name} | john@klaasfinancial.com | 3.8% |
About Klaas Financial Asset Advisors
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.
Klaas Financial Asset Advisors revenue & valuation
| Annual revenue | $18,400,000 |
| Revenue per employee | $874,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $58,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Klaas Financial Asset Advisors has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Klaas Financial Asset Advisors has never raised funding before.
Klaas Financial Asset Advisors Tech Stack
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Frequently asked questions
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