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Inactive

Morgan Brittni Tegeler

Klaas Financial Asset Advisors, LLC.

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
IL RA APPROVED 2025-10-03
WI RA APPROVED 2025-10-03
  • IL RA
    APPROVED
    Since 2025-10-03
  • WI RA
    APPROVED
    Since 2025-10-03

Branch Locations

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 Loves Park IL 03/2024 Present
Bates Financial Group Rockford IL 01/2022 03/2024
Full Time Student Cherry Valley IL 09/2021 01/2022
General Mills Belvidere IL 09/2016 09/2021
Kids R Kids Learning Center Crystal Lake IL 01/2014 09/2016
  • 03/2024 → Present
    Klaas Financial Asset Advisors, Llc
    Loves Park, IL
  • 01/2022 → 03/2024
    Bates Financial Group
    Rockford, IL
  • 09/2021 → 01/2022
    Full Time Student
    Cherry Valley, IL
  • 09/2016 → 09/2021
    General Mills
    Belvidere, IL
  • 01/2014 → 09/2016
    Kids R Kids Learning Center
    Crystal Lake, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-03
  • S65 Uniform Investment Adviser Law Examination
    2025-10-03
Other Names
  • Morgan Tegeler

View on SEC IAPD

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