Michael James Schlimgen

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

• 03/2022 → Present
  Klaas Financial Asset Advisors, Llc
  Fitchburg, WI
• 08/2016 → 01/2022
  Kroger Company
  Madison, WI
• 08/2018 → 05/2022
  Not Applicable
  Madison, WI
• 08/2006 → 06/2018
  Not Applicable
  Cottage Grove, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-12

Designations

• Certified Financial Planner