TrueAdvisor
TrueAdvisor
LW
CFP
LW
CFP

Liane Victoria Warcup

Klaas Financial Asset Advisors, LLC.
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Klaas Financial Asset Advisors, LLC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None

Location

Geneva, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
October 2025 - Present · 4 mos
Previous Registrations
Clarus Financial Planning
September 2005 - September 2025 · 20 yrs
A. G. Edwards & Sons, INC.
May 2004 - April 2005 · 11 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.