Providing answers to design your best retirement.

Which means we help individuals, families, and employers plan and invest for retirement.


Klaas Financial By the Numbers...

43 Years in business (Founded in 1976)
1131 Clients (by household)
14 Employees (at two locations)
558M* (Assets Under Advisement) (in millions)
30 States (where clients are served)

*This number represents approximately $358 million of assets under management in our discretionary wrap fee program, $77 million in assets under advisement through our non-discretionary retirement plan consulting services, and $123 million of assets in products offered by broker-dealer registered representatives. All "By the Numbers" data is as of Sept. 26, 2019.

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