Providing answers to design your best retirement.
Which means we help individuals, families, and employers plan and invest for retirement.
-
FEE FOR SERVICE
We act as your retirement planning coach.
-
FEE-BASED ASSET MANAGEMENT
We act as your retirement planning coach and quarterback.
-
FEE-BASED RETIREMENT PLANS
We work with Plan Sponsors (employers) to provide customized employer retirement plan solutions
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.
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.
