Business ProfileforKlaas Financial Asset Advisors, LLC
At-a-glance
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Overview
We specialize in Retirement Planning which means that we help individuals, families and businesses plan and invest for retirement. We strive to provide answers to all our clients retirement questions in 1 place. We work as a team to help you achieve your retirement planning goals. If your primary advisor is not available, you can always speak with another licensed advisor who can provide you with the same level of knowledge and service. We are an independent advisory firm. We work as a fee-based fiduciary on behalf of our clients. We do not create securities or insurance products and nothing we offer is proprietary. Instead, we focus on bringing fee-based fiduciary retirement planning solutions to our clients on a fully disclosed basis.
Products & Services
Business Details
- Location of This Business
- 4707 Perry Ridge Lane, Loves Park, IL 61111-4412
- BBB File Opened:
- 5/23/1989
- Years in Business:
- 48
- Business Started:
- 1/1/1976
- Business Started Locally:
- 1/1/1976
- Business Incorporated:
- 3/13/2002
- Accredited Since:
- 11/1/2003
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Klaas Financial
- Klaas Financial, Inc.
- Klaas Financial Asset Advisors, LLC Registered Investment Advisory Firm
- Hours of Operation
Primary
- M:
- 8:00 AM - 5:00 PM
- T:
- 8:00 AM - 5:00 PM
- W:
- 8:00 AM - 5:00 PM
- Th:
- 8:00 AM - 5:00 PM
- F:
- 8:00 AM - 3:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Craig J Klaas, President/CFO
- Ms. Maleeah Cuevas, CEO
- Stephanie Mowers, COO
- Contact Information
Principal
- Stephanie Mowers, COO
Customer Contact
- Stephanie Mowers, COO
- Additional Contact Information
Fax Numbers
- (815) 877-6807Primary Fax
Email Addresses
- Sales
- Technical Support
- (815) 877-6807
Customer Complaints
0 Customer Complaints
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