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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-17 |
| WI | RA | APPROVED | 2022-05-13 |
Branch Locations
5951 Mckee Road Suite 200, Fitchburg, WI 53719-5114 • United States
4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 12/2009 | 08/2016 |
| Vsr Advisory Services, Inc | Overland Park | KS | 12/2009 | 08/2016 |
| Isg Advisors, Llc | Madison | WI | 04/2010 | 08/2016 |
| Lpl Financial, Llc | Madison | WI | 08/2016 | 05/2022 |
| Global Retirement Partners, Llc | Madison | WI | 08/2016 | 05/2022 |
| Klaas Financial Asset Advisors, Llc | Fitchburg | WI | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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