Klaas Financial Employee Directory

Klaas Financial corporate office is located in 4707 Perry Ridge Ln, Loves Park, Illinois, 61111, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Marketing

Klaas Financial CEO

Craig KlaasChief Executive Officer & President

Phone

See Profile

Key Employees of Klaas Financial

JS
Joshua Stirlin...
Chief Investment Officer
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Klaas Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Klaas Financial

Hundreds of professionals searching for Klaas Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AS
Aaron Schueller
Email Direct
Retirement Plans Lead
United States , Illinois , Loves Park

Craig Klaas
Email Direct
Chief Executive Officer & President
United States , Illinois , Loves Park

LW
Liane Warcup
Email Direct
Investment Advisor & Representative
United States , Illinois , Loves Park

MC
Maleeah Cuevas
Email Direct
Chairman, Director of Marketing, Investment Adviser Representative
United States , Illinois , Loves Park

FR
Forrest Ross
Email Direct
Director, Retirement Plans
United States , Illinois , Loves Park

RH
Rachael Herold-Plakut
Email Direct
Associate Portfolio Manager
United States , Illinois , Loves Park

MT
Morgan Tegeler
Email Direct
Paraplanner
United States , Illinois , Loves Park

ES
Eric Schwartz
Email Direct
Investment Advisor & Representative
United States , Illinois , Loves Park

MS
Michael Schlimgen
Email Direct
Investment Advisor & Representative
United States , Illinois , Loves Park

ES
Eric Schmitz
Email Direct
Investment Advisor
United States , Illinois , Loves Park

NW
Nathan Winslow
Email Direct
Senior Portfolio Trader
United States , Illinois , Loves Park

JS
Joshua Stirling
Email Direct
Chief Investment Officer
United States , Illinois , Loves Park

KK
Kyle Kite
Email Direct
Investment Advisor & Representative
United States , Illinois , Loves Park

AY
Amy Yan
Email Direct
Client-Site Services Coordinator
United States , Illinois , Loves Park

GG
Ginny Gray
Email Direct
Client Service Associate
United States , Illinois , Loves Park

AE
Alyssa Ebert
Email Direct
Investment Advisor & Representative
United States , Illinois , Loves Park

LT
Lori Tuttle
Email Direct
Portfolio Trading Analyst & Founder
United States , Illinois , Loves Park

NB
Nathan Breiby
Email Direct
Investment Advisor
United States , Illinois , Loves Park

Former Employees at Klaas Financial

Explore people who held key positions, contributed to Klaas Financial's success, and advanced their careers.

Melissa McCrea

Regional Manager, Acco... at Coach USA

Worked as Paraplanner

at Klaas Financial (2021-2024)

Direct

Steven Schou

Vice President Trust I... at First National Bank & ...

Worked as Owner and Wealth Advisor

at Klaas Financial (1993-2017)

Direct

Logan Donovan

Wealth Advisor at Mercer Advisors

Worked as Paraplanner

at Klaas Financial (2020-2021)

Direct

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Investment Banking Ana... at William Blair

Worked as Financial Analyst & Intern

at Klaas Financial (2021-2022)

Direct

Mask Content

Marketing Events & Com... at Spencer Fane

Worked as Marketing Assistant & Client & Site Services C...

at Klaas Financial (2020-2024)

Direct

Mask Content

Financial Coach & Weal... at Third Coast Advisors

Worked as Investment Advisor & Representative

at Klaas Financial (2018-2019)

Direct

Explore More

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Frequently Asked Questions Regarding Klaas Financial Employees

How many employees does Klaas Financial have?

Klaas Financial has 11-50 employees

Who is the CEO of Klaas Financial?

Klaas Financial’s CEO is Craig Klaas

Who are Klaas Financial key employees?

Some of Klaas Financial key employees are Joshua Stirling

Where is Klaas Financial located?

Klaas Financial’s headquarters are located at 4707 Perry Ridge Ln, Loves Park, Illinois, 61111, United States

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... Read More

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 Employees