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: Breiby, Nate
ADV Part 2B: Kite, Kyle
ADV Part 2B: Klaas, Craig J.
ADV Part 2B: Ross, Forrest
ADV Part 2B: Schlimgen, Michael
ADV Part 2B: Schmitz, Eric
ADV Part 2B: Schwartz, Eric
ADV Part 2B: Stirling, Joshua
ADV Part 2B: Thom, Alyssa
ADV Part 2B: Warcup, Liane
ADV Part 2B: Wernsing-Cuevas, Maleeah

Form CRS Disclosure

Klaas Essentials:
Our Specialties & Services
About Klaas Financial
How to Read Your Statement
Compliance Record
Social Media Guide

The Weekly Market Pulse Promo:
View Pulse Promo

Retirement Downloads:
2025 Comparison of Employer-Sponsored Retirement Plans
2025 Retirement Plan Contribution Limits

Tax-Related Downloads:
2025 Tax Brackets
2025 Standard Deductions, Exemptions & Credits
2025 Federal Estate and Gift Tax Updates
2025 Additional Medicare Tax
2025 Medicare IRMAA Surcharge

Archived Quarterly Market Commentaries

Prior Years Downloads

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