Downloads

These PDF downloads will give you additional insight into the services at Klaas Financial and opportunities we provide for our clients to address their financial goals. Take a look at these downloadable PDFs and let us know how we can help.

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Klaas Financial Asset Advisors, LLC Regulatory Brochures & Information:
ADV Part 2A-KFAA General Disclosure Brochure
ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure

Privacy Statement

ADV Part 2B: Wernsing-Cuevas, Maleeah
ADV Part 2B: Klaas, Craig J.
ADV Part 2B: Eklund, Todd
ADV Part 2B: Kite, Kyle
ADV Part 2B: Wenger, Melissa
ADV Part 2B: Breiby, Nate
ADV Part 2B: Schwartz, Eric

Form CRS Disclosure

Klaas Financial Portfolio Management Group Investment Information:
Klaas-Investment-Portfolio Investment-Policy-Statements
UW Madison Wealth Management Group

Klaas Essentials:
Retirement Planning Road Map
Our Specialities & Services
About Klaas Financial
How to Read Your Statement
Compliance Record
Social Media Guide

The Weekly Market Pulse Promo:
View Pulse Promo

Retirement Downloads:
2021 Retirement Plan Contribution Limits

Tax-Related Downloads:
2021 Tax Brackets
2021 Standard Deductions, Exemptions & Credits
2021 Federal Estate and Gift Tax Updates

Quarterly Market Commentaries
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