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Inactive

Rachael Clara Herold-Plakut

Klaas Financial Asset Advisors, LLC.

Loves Park, IL

Fitchburg, WI

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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 2024-05-01
WI RA APPROVED 2024-05-01
  • IL RA
    APPROVED
    Since 2024-05-01
  • WI RA
    APPROVED
    Since 2024-05-01

Branch Locations

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

5951 Mckee Road Suite 200, Fitchburg, WI 53719 • 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 10/2023 Present
University Of Queensland - St. Lucia St. Lucia, Qld 04/2022 06/2023
Compass Properties Madison WI 06/2019 06/2021
Eatstreet Madison WI 06/2016 06/2017
University Of Wisconsin - Madison Madison WI 05/2016 06/2018
University Of Wisconsin - Madison Madison WI 09/2015 05/2019
University Of Queensland - St. Lucia St. Lucia, Qld 07/2021 07/2023
Not Applicable Woodbury MN 07/2023 09/2023
  • 10/2023 → Present
    Klaas Financial Asset Advisors, Llc
    Fitchburg, WI
  • 04/2022 → 06/2023
    University Of Queensland - St. Lucia
    St. Lucia, Qld
  • 06/2019 → 06/2021
    Compass Properties
    Madison, WI
  • 06/2016 → 06/2017
    Eatstreet
    Madison, WI
  • 05/2016 → 06/2018
    University Of Wisconsin - Madison
    Madison, WI
  • 09/2015 → 05/2019
    University Of Wisconsin - Madison
    Madison, WI
  • 07/2021 → 07/2023
    University Of Queensland - St. Lucia
    St. Lucia, Qld
  • 07/2023 → 09/2023
    Not Applicable
    Woodbury, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-01
  • S65 Uniform Investment Adviser Law Examination
    2024-05-01

View on SEC IAPD

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