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Klaas Financial Asset Advisors, LLC
  • About
    • About Klaas
    • History of Klaas
    • Meet Our Team
    • Client Experiences
    • What is a Fiduciary?
    • Community Service
  • Services
    • Individuals and Families
    • Employers
    • Estate Planning
    • Financial Planning Services
    • Inheritance and Beneficiary Planning
    • Investment Management
    • Retirement Planning
    • Tax Planning and Advisory
  • Locations
    • Madison, WI
      • Estate Planning in Madison
      • Financial Planning in Madison
      • Inheritance and Beneficiary Planning in Madison
      • Investment Management in Madison
      • Retirement Planning in Madison
      • Tax Services in Madison
      • Wealth Management in Madison
    • Rockford, IL
      • Estate Planning in Rockford
      • Financial Planning in Rockford
      • Inheritance and Beneficiary Planning in Rockford
      • Investment Management in Rockford
      • Retirement Planning in Rockford
      • Tax Services in Rockford
      • Wealth Management in Rockford
  • Resources
    • Downloads
    • Professional Network
    • Multimedia Resources
    • Podcast: Money in Motion
    • Financial E-Newsletter
    • Webinars
    • Web Series: Klaas Koffee Chats
  • Contact Us
  • Join Our Team
Klaas Financial Asset Advisors, LLC

(877) 495-5227   info@klaasfinancial.com

Schedule a Complimentary Chat   Login

logo
About
About Klaas
History of Klaas
Meet Our Team
Client Experiences
What is a Fiduciary?
Community Service
Services
Individuals and Families
Employers
Estate Planning
Financial Planning Services
Inheritance and Beneficiary Planning
Investment Management
Retirement Planning
Tax Planning and Advisory
Locations
Madison, WI
Estate Planning in Madison
Financial Planning in Madison
Inheritance and Beneficiary Planning in Madison
Investment Management in Madison
Retirement Planning in Madison
Tax Services in Madison
Wealth Management in Madison
Rockford, IL
Estate Planning in Rockford
Financial Planning in Rockford
Inheritance and Beneficiary Planning in Rockford
Investment Management in Rockford
Retirement Planning in Rockford
Tax Services in Rockford
Wealth Management in Rockford
Resources
Downloads
Professional Network
Multimedia Resources
Podcast: Money in Motion
Financial E-Newsletter
Webinars
Web Series: Klaas Koffee Chats
Contact Us
Join Our Team

(877) 495-5227

info@klaasfinancial.com

Schedule a Complimentary Chat

Login


Downloads

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: Breiby, Nate
ADV Part 2B: Ebert, Alyssa
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: 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

Retirement Downloads:
2024 Retirement Plan Contribution Limits
2024 Comparison of Employer-Sponsored Retirement Plans
2025 Retirement Plan Contribution Limits

Tax-Related Downloads:
2024 Charitable Gifting & Donations
2024 Tax Brackets
2024 Standard Deductions, Exemptions & Credits
2024 Federal Estate and Gift Tax Updates
2024 Additional Medicare Tax
2024 Medicare IRMAA Surcharge

Retirement Downloads:
2023 Retirement Plan Contribution Limits
2023 Comparison of Employer-Sponsored Retirement Plans

Tax-Related Downloads:
2023 Charitable Gifting & Donations
2023 Tax Brackets
2023 Standard Deductions, Exemptions & Credits
2023 Federal Estate and Gift Tax Updates
2023 Additional Medicare Tax
2023 Medicare IRMAA Surcharge

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

Contact Us

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© Copyright 2007-2025 Klaas Financial Asset Advisors, LLC All Rights Reserved. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Please click here for a list of our full Site Disclosures.

Rockford, IL (Office)

4707 Perry Ridge Lane
Loves Park, IL 61111

Monday-Thursday: 8am-5pm
Friday: 8am-3pm
Additional hours by
appointment only

Madison, WI (Office)

5951 McKee Road, Suite 200
Fitchburg, WI 53719

Monday-Thursday:
8am-5pm
Friday: 8am-3pm
Closed daily for lunch
(12pm-12:30pm)
Additional hours by
appointment only

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