Celebrating our 45th Anniversary in 2021! Thanks to our clients and employees for many years of support!
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 $484 million of assets under management in our discretionary wrap fee program (Klaas Investment Portfolios ("KIP")), and $109 million in assets under management through our non-discretionary retirement plan consulting services (Klaas401k), and $59 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 July 6th, 2021.