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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2007-03-08 |
| WI | RA | APPROVED | 2007-03-08 |
Branch Locations
4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 02/2007 | Present |
| Securities America, Inc. | Loves Park | IL | 07/2020 | 09/2020 |
| Investacorp, Inc. | Miami Lakes | FL | 05/2006 | 07/2020 |
(1) NAME: Insurance Agent. INVESTMENT RELATED: Yes. ADDRESS: 4707 Perry Ridge Ln., Loves Park, IL 61111. NATURE: Insurance sales. POSITION: Insurance agent. START DATE: 12/27/2011. HOURS/MONTH: Approximately 1. SECURITIES TRADING HOURS/MONTH: Approximately 1. DUTIES: Provide consultations to advisory clients on insurance policies as necessary. (2) NAME: Women in Motion (WIM). INVESTMENT RELATED: No. ADDRESS: 4707 Perry Ridge Ln., Loves Park, IL 61111. NATURE: Women's social group. POSITION: Leader. START DATE: 08/01/2010. HOURS/MONTH: Approximately 2. SECURITIES TRADING HOURS/MONTH: 0. DUTIES: Lead women's social group meetings, approximately 6 times/year, providing education on financial and lifestyle wellness.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-18 |
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