BBB Accredited Business Profile

Klaas Financial Asset Advisors, LLC

Klaas Financial Asset Advisors, LLC

(608) 442-5637

Klaas Financial Asset Advisors, LLC

41 years in business
5951 McKee Rd, Suite 200
Fitchburg, WI 53719-5114
Fax Numbers
  • (608) 442-5644
Additional Phone Numbers
  • (877) 495-5227
Additional Email Addresses
  • info@klaasfinancial.com
BBB File Opened: 03/15/2006
Business Started: 01/01/1976
Business Started Locally: 01/01/1976
Business Incorporated: 01/16/1991 in IL
Type of Entity
Limited Liability Company
Business Management
  • Ms. Maleeah Cuevas, CEO
  • Mr. C.J. Klaas, President/CFO
Contact Information
  • Ms. Stephanie Shields, COO
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • NAICS: Investment Advice
  • Estate Planning & Management

Service Area
We service the following area(s): Wisconsin
Alternate Business Names
  • Klaas Financial
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Refund & Exchange Policy: 

 

BBB accredited business

A+

Overview

This registered investment advisory firm offers financial, investment and retirement planning services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Klaas Financial Asset Advisors, LLC

Klaas Financial Asset Advisors, LLC

BBB ACCREDITATION SINCE 08/26/2009

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