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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-25 |
| WI | RA | APPROVED | 2026-06-25 |
Branch Locations
5951 Mckee Road Suite 200, Fitchburg, WI 53719 • United States
4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust Retirement | Bettendorf | IA | 04/2016 | 10/2016 |
| American Trust & Savings Bank | Dubuque | IA | 11/2016 | 11/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 06/2017 | 12/2018 |
| Cetera Investment Advisers | Dubuque | IA | 11/2017 | 12/2018 |
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 08/2019 | 08/2020 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 08/2019 | 08/2020 |
| American Trust Retirement | Dubuque | IA | 11/2018 | 08/2020 |
| Lpl Financial Llc | Madison | WI | 08/2020 | 06/2021 |
| Bankers' Bank | Madison | WI | 08/2020 | 06/2021 |
| Accel Wealth Management Llc | Waverly | IA | 06/2021 | 11/2021 |
| Orgel Wealth Management | Altoona | WI | 11/2021 | 06/2026 |
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
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