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...
*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.