Our specialty is Retirement planning.

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


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.

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