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
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: Zimdars, Nan
ADV Part 2B: Breiby, Nate
ADV Part 2B: Schwartz, Eric
Klaas Financial Portfolio Management Group Investment Information:
Klaas-Investment-Portfolio Investment-Policy-Statements
Klaas Essentials:
Retirement Planning Road Map
Our Specialities & Services
About Klaas Financial (PDF)
How to Read Your Statement
Compliance Record
Social Media Guide
The Weekly Market Pulse Promo:
View Pulse Promo
Retirement Downloads:
What Does Retirement Mean to You?
2020 Retirement Plan Contribution Limits
Tax-Related Downloads:
2020 Tax Brackets
2020 Standard Deductions, Exemptions & Credits
2020 Federal Estate and Gift Tax Updates
Select market commentary...
- Klaas Commentary 2020 Q1
- Klaas Commentary 2019 Q4
- Klaas Commentary 2019 Q3
- Klaas Commentary 2019 Q2
- Klaas Commentary 2019 Q1
- Klaas Commentary 2018 Q4
- Klaas Commentary 2018 Q3
- Klaas Commentary 2018 Q2
- Klaas Commentary 2018 Q1
- Klaas Commentary 2017 Q4
- Klaas Commentary 2017 Q3
- Klaas Commentary 2017 Q2
- Klaas Commentary 2017 Q1
- Klaas Commentary 2016 Q4
- Klaas Commentary 2016 Q3
- Klaas Commentary 2016 Q2
- Klaas Commentary 2016 Q1
- Klaas Commentary 2015 Q4
- Klaas Commentary 2015 Q3
- Klaas Commentary 2015 Q2
- Klaas Commentary 2015 Q1
- Klaas Commentary 2014 Q4
- Klaas Commentary 2014 Q3
- Klaas Commentary 2014 Q2