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 $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.