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Michael James Schlimgen

Klaas Financial Asset Advisors, LLC.

Fitchburg, WI

Loves Park, IL

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Current Employers
Klaas Financial Asset Advisors, Llc.

4707 Perry Ridge Lane, Loves Park, IL 61111 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
IL RA APPROVED 2022-11-12
  • WI RA
    APPROVED
    Since 2025-01-01
  • IL RA
    APPROVED
    Since 2022-11-12

Branch Locations

5951 Mckee Rd., Fitchburg, WI 53719-5114 • United States

4707 Perry Ridge Lane, Loves Park, IL 61111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klaas Financial Asset Advisors, Llc Fitchburg WI 03/2022 Present
Kroger Company Madison WI 08/2016 01/2022
Not Applicable Madison WI 08/2018 05/2022
Not Applicable Cottage Grove WI 08/2006 06/2018
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-12
  • S65 Uniform Investment Adviser Law Examination
    2022-11-12
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
CALCULATED WEALTH

Other Investors

JILL MARIE SOMMERS
DAVID M BROWN
JAMIE LYNN HANSON
Ellen Rosalia Fallon Natvig
ELIZABETH JEAN WITZEL
JOSHUA CLINTON EVENSON
GREG RICHARD HALAT
JON CHARLES YLINEN

Other Offices

HARBOUR INVESTMENTS, INC. · FITCHBURG, WI
OSAIC WEALTH, INC. · FITCHBURG, WI
BROOKSTONE CAPITAL MANAGEMENT LLC · Fitchburg, WI
CETERA INVESTMENT ADVISERS LLC · MADISON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Fitchburg, WI
EDWARD JONES · Fitchburg, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
EDWARD JONES · FITCHBURG, WI

More in Fitchburg, WI

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