Providing answers to design your best retirement.
Which means we help individuals, families, and employers 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 (employers) to provide customized employer retirement plan solutions
Klaas Financial By the Numbers...
47 Years in business (Founded in 1976)
1,062 Clients (by household)
18 Employees (at two locations)
627M* Assets Under Management (in millions)
32** States (where clients are served)*This number represents approximately $519 million of assets under management in our discretionary wrap fee program (Klaas Investment Portfolios ("KIP"), $75 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 October 2nd, 2023. **We proudly serve clients in 32 states with two offices located in Wisconsin and Illinois.
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