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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-15 |
| WI | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED | 2017-04-12 |
| IL | RA | APPROVED | 2014-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 05/2014 | 07/2020 |
| Klaas Financial Asset Advisors Llc | Loves Park | IL | 05/2014 | Present |
| Securities America, Inc. | Loves Park | IL | 07/2020 | 09/2020 |
NAME: Insurance Agent. INVESTMENT RELATED: Yes. ADDRESS: 4707 Perry Ridge Ln., Loves Park, IL 61111. NATURE: Insurance sales. POSITION: Insurance agent. START DATE: 12/27/2011. HOURS/MONTH: Approximately 1. SECURITY TRADING HOURS/MONTH: Approximately 1. DUTIES: Provide consultations to advisory clients on insurance policies as necessary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
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