Independent, fee-based fiduciary advisors specializing in retirement planning, tax strategies, charitable gifting, and multi-generational wealth management. Our collaborative team, including CFP® Professionals and in-house tax professionals, helps individuals, families, and employers design their best retirement.

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Our Services & Specialties

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We act as your retirement planning coach and quarterback.

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We act as your retirement planning coach.

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We work with employers to help provide customized retirement plan solutions for their employees.

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KLAAS By The Numbers
 

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Years in business
(Founded in 1976).

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Clients by household.

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Employees across
two locations.

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Assets under management
(in millions).

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States where clients
are served.

This total represents approximately $733 million in client assets under management through our discretionary asset management wrap fee program (Klaas Investment Portfolios – KIP), approximately $4 million in retirement plan assets through our Klaas 401K Retirement Plan Services discretionary 3(38) offering, approximately $28 million in assets under advisement through our Klaas 401K Retirement Plan Services non-discretionary 3(21) offering, and approximately $29 million in assets under advisement through our non-discretionary Klaas Investment Consulting Services for brokerage customers. All "By the Numbers" AUM data is as of September 30, 2025. **We proudly serve clients in 32 states with two offices located in Wisconsin and Illinois.

KLAAS Impact Across
The Country

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