Rachael Clara Herold-plakut

Klaas Financial Asset Advisors, LLC.

1 Year of Experience

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

4707 Perry Ridge Lane, Loves Park, IL, 61111

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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.

Employment History

Current Registrations

Klaas Financial Asset Advisors, LLC.

May 2024 - Present · 1 yr 9 mos

State Registrations2 states

ILWI

Advisor

Exams

No exam information available for this advisor.