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.

(Click to view, right-click to download)

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 Financial KIP Portfolios – 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:
2022 Retirement Plan Contribution Limits
2022 Comparison of Employer-Sponsored Retirement Plans

Tax-Related Downloads:
2022 Tax Brackets
2022 Standard Deductions, Exemptions & Credits
2022 Federal Estate and Gift Tax Updates
2022 Additional Medicare Tax
2022 Medicare IRMAA Surcharge

Quarterly Market Commentaries


 

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