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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-15 |
| WI | RA | APPROVED | 2018-01-15 |
Branch Locations
5951 Mckee Road, Suite 200, Fitchburg, WI 53719-5114 • United States
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 |
|---|---|---|---|---|
| Best Buy | Wauwatosa | WI | 10/2011 | 10/2017 |
| Klaas Financial Asset Advisors Llc | Loves Park | IL | 10/2017 | 01/2018 |
| Investacorp, Inc. | Fitchburg | WI | 06/2018 | 07/2020 |
| Securities America, Inc. | Fitchburg | WI | 07/2020 | 09/2020 |
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 01/2018 | Present |
| Klaas Financial Asset Advisors Llc | Loves Park | IL | 01/2020 | 03/2022 |
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 03/2022 | 02/2023 |
| Klaas Financial Asset Advisors, Llc | Loves Park | IL | 03/2023 | Present |
Name: CFA Society Madison. Investment-Related: No. Address: 915 E. High St., Charlottesville, VA 22902. Nature: Professional organization. Position: Vice President effective June 2023-June 2025; Member, Board of Directors effective June 2022 - June 2024; Member, Programming Committee. Start Date: June 2022. Approximate hours/month: 2-4. Approximate securities trading hours/month: 2-4. Duties: As Vice President and Director, provide guidance and direction for organization. As member of Programming Committee, responsible for coordinating relevant speakers and educational industry content locally and with neighboring societies. Volunteer position, no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-15 |
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