Our specialty is Retirement planning.
Which means we help individuals, families, and businesses plan and invest for retirement.
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FEE FOR SERVICE
We act as your retirement planning coach.
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FEE-BASED ASSET MANAGEMENT
We act as your retirement planning coach and quarterback.
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FEE-BASED RETIREMENT PLANS
We work with Plan Sponsors (companies) to provide customized corporate retirement plan solutions
Klaas Financial By the Numbers...
43
Years in business
(Founded in 1976)
1153
Clients
(by household)
17
Employees
(at two locations)
553M*
(Assets Under Advisement)
(in millions)
30
States
(where clients are served)
*This number represents approximately $353 million of assets under management in our discretionary wrap fee program, $75 million in assets under advisement through our non-discretionary retirement plan consulting services, and $125 million of assets in products offered by broker-dealer registered representatives. All "By the Numbers" data is as of July 2019.
Check us out. FINRA (Financial Industry Regulatory Authority) and the SEC (Securities & Exchange Commission) oversee our industry. Use BrokerCheck to understand more about who we are.
