©️ Copyright 2007-2023 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. Registration as an investment adviser does not imply any level of skill or training. This site is published for residents of the United States and is for informational purposes only. This site does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Klaas Financial provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Klaas Financial does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.
Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this is an official website of Klaas Financial.
This website may contain links to external websites created, published, and maintained by third parties, such as professional financial organizations, participating members of the Klaas Trusted Partners Program, and other institutions or organizations. Links are provided solely for the convenience of visitors to this website, and do not imply an affiliation, sponsorship, or endorsement by Klaas Financial. We do not control these third-party websites and do not guarantee or assume responsibility for the accuracy, completeness, or timeliness of information on such websites. You should only rely on information obtained from third-party websites after verifying the accuracy, completeness, and timeliness of such information.
ADV Part 2A-KFAA General Disclosure Brochure
ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure
Form CRS Disclosure