Chief Investment Officer, Member · Klaas Financial Asset Advisors, LLC.
Joshua E. Stirling
CRD 6865628 · 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 Joshua E. Stirling on its Form ADV as Chief Investment Officer, Member.
Firms and roles
- Klaas Financial Asset Advisors, LLC.Chief Investment Officer, MemberWealth manager · Loves Park, IL · $758M in regulatory assets
AtlasMembers
Joshua’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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Colleagues named on the same filings (6)
- Craig J. KlaasCEO, President, Member, Klaas Financial Asset Advisors, LLC.
- 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.
1 more person named with Joshua 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 Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.