CRD: 121399
Klaas Financial Asset Advisors, Llc.
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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- PeakDelta focus +more
- Established Date
- 04-29-2002
- Office Locations
- 3
Office Locations
About Klaas Financial Asset Advisors, Llc.
Klaas Financial Asset Advisors is an independent, fee-based fiduciary RIA providing retirement planning, tax strategy, charitable gifting, and multi-generational wealth management for individuals, families, and employers. The team includes CFP professionals and in-house tax specialists. The firm also offers discretionary wrap portfolios (KIP) plus 3(38) and 3(21) retirement plan services, serving clients across 32 states with offices in Wisconsin and Illinois.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CRAIG JARED KLAAS
Advisor, Chief Executive Officer, President
- CRD
- #5180709
- Ownership
- 25% but less than 50%
KYLE A KITE
Chief Financial Officer
- CRD
- #5689373
- Ownership
- 10% but less than 25%
Harbor crest
Harbor fusion
- CRD
- #69189
- Ownership
- 47.2%
Showing 2 of 7 owners & executives
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Dylan Noah Henderson
Associate Financial Adviser
- CRD
- #7483553
Rachael Clara Herold-Plakut
Analyst
- CRD
- #7882644
North zenith
Crest radial
- CRD
- #46011
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,100,000 | $282,136 |
| Non-Discretionary | $0 | -- |
| Total | $758,100,000 | $282,136 |
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Separately Managed Accounts
Total SMA Asset: $758,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,216,502,007 | 41.3% |
| Cash | $3,150,330,939 | 58.7% |
| Total | $5,366,832,946 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM QUANTUM INSIGHT | CATALYST VECTOR | LU4BF8R0D | DDZV | 4.55% | $45,184,192 |
| CATALYST NORTH ATLAS | RADIAL PRIME | FU9U5E3AS | FRXP | 12.53% | $5,688,674 |
| HARBOR MERIDIAN FRONTIER | ELEMENT MATRIX | OD4AJFBUI | CLA | 8.28% | $69,716,502 |
| HORIZON VERTEX | FRONTIER ELEMENT | F5XPGUH7C | CXJRR | 1.46% | $59,989,092 |
| EMBER GLACIER FRONTIER | FOCUS ALPHA | IF93WBTP5 | TDJYE | 8.54% | $1,461,212 |
| RIDGE INSIGHT PRIME | ATLAS VERTEX | 4D0GUX3NB | BNRR | 9.37% | $97,845,265 |
| CAPITAL PIONEER MOMENTUM | SUMMIT RADIAL | 35XYIMG03 | JWON | 1.26% | $4,543,286 |
| BRIDGE PATHWAY | FRONTIER CATALYST | 3BWQAX2AV | FXG | 4.11% | $77,562,560 |