CEO, President, Member · Klaas Financial Asset Advisors, LLC.
Craig J. Klaas
CRD 5180709 · Named on Form ADV at one SEC-registered adviser
At a glance
Klaas Financial Asset Advisors, LLC., an SEC-registered wealth manager based in Loves Park, IL with $758 million in regulatory assets, lists Craig J. Klaas on its Form ADV as CEO, President, Member, a control person.
Firms and roles
- Klaas Financial Asset Advisors, LLC.CEO, President, MemberWealth manager · Loves Park, IL · $758M in regulatory assets
AtlasMembers
Craig’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Stephanie R. MowersChief Operating Officer, Klaas Financial Asset Advisors, LLC.
- Rita B. RhodesChief Compliance Officer, Klaas Financial Asset Advisors, LLC.
- Kyle A KiteCFO, Member, Klaas Financial Asset Advisors, LLC.
- Eric J. SchwartzMember, Klaas Financial Asset Advisors, LLC.
- Joshua E. StirlingChief Investment Officer, Member, Klaas Financial Asset Advisors, LLC.
1 more person named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.