Klaas Financial inc

Financial Services - Loves Park, IL, US

Klaas Financial inc Employees
Kyle Kite

Investment Adviser Representative

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Josh Stirling

Portfolio Management Analyst

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Alli Acker

Coordinator of Client & Site Services

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Joshua Stirling

Portfolio Management Analyst

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Eric Schwartz

Investment Adviser Representative

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President, CFO, Investment Adviser Representative

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Klaas Financial inc Senior Management

President, CFO, Investment Adviser Representative

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Maleeah Cuevas

Chief Executive Officer (CEO), MBA, Investment Advisor Representative

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Klaas Financial inc Details

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 inc logo, Klaas Financial inc contact details
Employees: 20 - 49
HQ: 815-877-8440
Location: Loves Park, IL, US
Revenue: 10 - 20 Million
Investment Advising Financial Planning Retirement Planning Wealth Management Financial Services Financial Advisory Services
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