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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-02 |
| WI | RA | APPROVED | 2020-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust & Savings Bank | Dubuque | IA | 07/2014 | 04/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2014 | 04/2019 |
| Cetera Investment Advisers Llc | Dubuque | IA | 04/2016 | 04/2019 |
| Lpl Financial Llc | Dubuque | IA | 04/2019 | 02/2020 |
| Midwestone Bank | Dubuque | IA | 05/2019 | 02/2020 |
| Basepoint Wealth Llc | Dubuque | IA | 02/2020 | 10/2020 |
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
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