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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...

48 Years in business (Founded in 1976)
1,029 Clients (by household)
20 Employees (at two locations)
682M* Assets Under Management (in millions)
32** States (where clients are served)

*This number represents approximately $569 million of assets under management in our discretionary wrap fee program (Klaas Investment Portfolios ("KIP"), $80 million in assets under management through our non-discretionary retirement plan consulting services (Klaas401k), and $33 million in assets under management through our non-discretionary Investment Consulting Services ("ICS") arrangement with Mutual Securities. All "By the Numbers" data is as of January 2nd, 2024. **We proudly serve clients in 32 states with two offices located in Wisconsin and Illinois.

Klaas Impact Across
the Country

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