Klaas Financial

Finance · Illinois, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

4707 Perry Ridge Ln, Loves Park, Illinoi...

Phone Number

(815) 877-8440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Klaas Financial

Klaas Financial is an independent financial planning firm specializing in retirement planning for individuals, families, and employers. With offices in North Illinois and Southern Wisconsin, they offer a range of services including fee-for-service retirement coaching, fee-based asset management, and customized employer retirement plans. The firm has been operating since 1976 and currently serves clients across 32 states, managing assets totaling approximately $699 million. Their mission is to provide tailored financial solutions that help clients design their best retirement.Explore more
Klaas Financial's Social MediaPopular SearchesKlaas FinancialKlaas Financial IncKlaas Financial Asset Advisors LLCKlaas Financial Asset Advisors, LLCinIntergrated Financial DesignSIC Code 62,628NAICS Code 52,523Show more

Klaas Financial Org Chart

Craig Klaas, Chief Executive Officer & President at Klaas Financial
United States flag for contact location.

Chief Executive Officer & President

PhoneEmail
CK
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Klaas Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Klaas Financial

Compare insights from companies similar to Klaas Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Klaas Financial

<$5M
11-50
Private
<$5M
1976
Craig Klaas, Chief Executive Officer & President at Klaas Financial
Craig KlaasCEO & President
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2013
EG
Eric GarsinCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Klaas Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Klaas Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Klaas Financial.

Klaas Financial financials insights

Gather financial insights about Klaas Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Klaas Financial's Financials Insights

Klaas Financial Tech Stack

A closer look at the technologies used by Klaas Financial

Top Finance Companies

Frequently Asked Questions Regarding Klaas Financial

What is Klaas Financial's official website?
Klaas Financial's official website is www.klaasfinancial.com
What is Klaas Financial's Revenue?
Klaas Financial's revenue is <$5 Million
What is Klaas Financial's SIC code?
Klaas Financial's SIC: 62,628
What is Klaas Financial's NAICS code?
Klaas Financial's NAICS: 52,523
How many employees does Klaas Financial have?
Klaas Financial has 11-50 employees
What industry does Klaas Financial belong to?
Klaas Financial is in the industry of: Finance, Securities Trading
What is Klaas Financial competition?
Klaas Financial top competitors include: Core Wealth Management, NorthLanding Financial Partners, Retirement Plan Solutions, JBG Wealth Management
What technology does Klaas Financial use?
Some of the popular technologies that Klaas Financial uses are: reCAPTCHA, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Klaas Financial?
Klaas Financial contact info: Phone number: (815) 877-8440 Website: www.klaasfinancial.com
What does Klaas Financial do?

Klaas Financial is an independent financial planning firm specializing in retirement planning for individuals, families, and employers. With offices in North Illinois and Southern Wisconsin, they offer a range of services including fee-for-service retirement coaching, fee-based asset management, and customized employer retirement plans. The firm ha... s been operating since 1976 and currently serves clients across 32 states, managing assets totaling approximately $699 million. Their mission is to provide tailored financial solutions that help clients design their best retirement.Read More

What are Klaas Financial social media links?
Klaas Financial Linkedin page Klaas Financial Twitter page Klaas Financial Facebook page
Is Klaas Financial a public company?
Klaas Financial is private company therefore does not currently have an official ticker symbol
See more information about Klaas Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.