# Klaas Financial Asset Advisors, Llc.
Source: https://planprovider.pro/provider/klaas-financial-asset-advisors-llc

> From its base in Loves Park in the Rockford area, Klaas Financial Asset Advisors, LLC works with retirement plan sponsors and individuals on fiduciary-focuse…

Retirement Plan Advisor

Loves Park, IL

## About Klaas Financial Asset Advisors, Llc.

<p>From its base in Loves Park in the Rockford area, Klaas Financial Asset Advisors, LLC works with retirement plan sponsors and individuals on fiduciary-focused advice. The firm also has an office in Fitchburg in the Madison metro and serves clients across 32 states.</p>

<p>Klaas Financial provides 3(21) fiduciary services for employer-sponsored retirement plans, along with financial planning and investment management. Its team includes CFP&reg; professionals and in-house tax professionals, which helps clients coordinate retirement planning with tax strategy, charitable gifting, and multi-generational wealth planning.</p>

<p>The firm was founded in 1976 and later incorporated as an LLC in 2002. As of 2026, it manages $0.8B in assets under management.</p>

<p>What sets Klaas Financial apart is having both CFP&reg; professionals and in-house tax staff under one roof, which supports tighter coordination between plan advice and tax planning.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li>
<li>Retirement plan guidance for employers</li>
<li>Financial planning and investment management</li>
<li>Tax strategy and charitable gifting coordination</li>
<li>Multi-generational wealth planning</li>
</ul>

Website: [https://klaasfinancial.com/](https://klaasfinancial.com/)

Founded: 2002

## Office Locations

- Loves Park, IL (Headquarters)

- Fitchburg, WI

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $817.0M

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