Dylan Noah Henderson

Employer firm

Klaas Financial Asset Advisors, LLC. CRD 121399

$758M regulatory AUM 116 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Klaas Financial Asset Advisors, Llc
  Loves Park, IL
• 06/2023 → 01/2025
  Rock Valley Credit Union
  Machesney Park, IL
• 06/2021 → 06/2023
  Rock Valley Credit Union
  Loves Park, IL
• 01/2022 → 06/2022
  Upstream Investment Partners
  Rockford, IL
• 06/2023 → 08/2023
  Upstream Investment Partners
  Rockford, IL
• 11/2020 → 03/2021
  Lpt Auto
  Loves Park, IL
• 06/2020 → 08/2020
  Loves Park Public Works
  Loves Park, IL
• 06/2019 → 09/2019
  Harlem Community Center
  Machesney Park, IL
• 01/2023 → 12/2024
  Northern Illinois University
  Dekalb, IL
• 08/2021 → 12/2022
  Rock Valley College
  Rockford, IL
• 03/2020 → 06/2021
  Harlem High School
  Machesney Park, IL
• 08/2017 → 03/2020
  Hononegah High School
  Rockton, IL
• 03/2015 → 06/2017
  Roscoe Middle School
  Roscoe, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-17

Other Names

• Dylan N Henderson