BBB Accredited Business Profile

Klaas Financial, Inc

Klaas Financial, Inc

(608) 442-5637

Klaas Financial, Inc

41 years in business
5951 McKee Rd
Ste 200
Fitchburg, WI 53719-5114
Fax Numbers
  • (608) 442-5644
Additional Email Addresses
Additional Website Addresses
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
Business Management
  • Ms. Stephanie Shields, Vice President of Operations
  • Ms. Maleeah Cuevas, COO, Registered Investment Advisor
  • Mr. C.J. Klaas, Director
  • Mr. Steven Schou, CEO
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Insurance Services
  • NAICS: Investment Advice
  • Estate Planning & Management

Alternate Business Names
  • Klaas Financial Asset Advisors
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: 




This company states it offers financial, investment, and retirement planning services.

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BBB Reason for Ratings

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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.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years 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, Inc

Klaas Financial, Inc


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