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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-17 |
| WI | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 01/2025 | Present |
| Rock Valley Credit Union | Machesney Park | IL | 06/2023 | 01/2025 |
| Rock Valley Credit Union | Loves Park | IL | 06/2021 | 06/2023 |
| Upstream Investment Partners | Rockford | IL | 01/2022 | 06/2022 |
| Upstream Investment Partners | Rockford | IL | 06/2023 | 08/2023 |
| Lpt Auto | Loves Park | IL | 11/2020 | 03/2021 |
| Loves Park Public Works | Loves Park | IL | 06/2020 | 08/2020 |
| Harlem Community Center | Machesney Park | IL | 06/2019 | 09/2019 |
| Northern Illinois University | Dekalb | IL | 01/2023 | 12/2024 |
| Rock Valley College | Rockford | IL | 08/2021 | 12/2022 |
| Harlem High School | Machesney Park | IL | 03/2020 | 06/2021 |
| Hononegah High School | Rockton | IL | 08/2017 | 03/2020 |
| Roscoe Middle School | Roscoe | IL | 03/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-17 |
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