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KLAAS FINANCIAL ASSET ADVISORS, LLC.

LOVES PARK, IL · CRD 121399 · IAPD ↗ · 815-877-8440

$758.1MRegulatory AUM
13Advisory reps
15Employees
116Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — KLAAS FINANCIAL ASSET ADVISORS, LLC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — KLAAS FINANCIAL ASSET ADVISORS, LLC. notice-filed in IN, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
December 2025 — KLAAS FINANCIAL ASSET ADVISORS, LLC. grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — KLAAS FINANCIAL ASSET ADVISORS, LLC. crossed $500M in regulatory AUM ($478.3M -> $568.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.