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Klaas Financial

EST. AUM
$758,100,000

CONTACTS
11

CLIENT ACCOUNTS
2,687

Firm Details

Metro area Chicago
CRD Number 121399
Website klaasfinancial.com
Client types

Overview

Klaas Financial, founded in 1976, provides retirement planning and investment services to individuals, families, and employers. With offices in Northern Illinois and Southern Wisconsin, the firm offers guidance and education to assist clients in achieving their retirement goals. Klaas Financial is guided by the values of curiosity, integrity, and empathy in its approach to client service.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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