FR
CFP · ChFC

Forrest Elmer Ross

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None
Financial Plan Fee:From $1,650
Hourly Rate:Up to $300/hr

Klaas 360 Comprehensive Financial Planning Services have an initial fee and a monthly program fee based on investable assets. For example, up to $1,500,000 of investable assets, the monthly fee is $275 and the initial fee is $1,650. For Project-Based Financial Consulting Services, they charge a fixed fee or $300/hour. Fees for Klaas 401K retirement plan consulting services may be based on a percentage of assets under advisement (0.05% to 1.0%) or may be a fixed fee.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

5951 McKee Road, Suite 200, Fitchburg, WI, 53719-5114

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2021
Settled
Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Klaas Financial Asset Advisors, LLC.
May 2022 - May 2022 · 0 mos
LPL Financial LLC Broker
August 2016 - May 2022 · 5 yrs 9 mos
Global Retirement Partners LLC
August 2016 - May 2022 · 5 yrs 9 mos
Vsr Advisory Services
December 2009 - August 2016 · 6 yrs 8 mos
Vsr Financial Services, INC.Broker
December 2009 - August 2016 · 6 yrs 8 mos
Whafs Equities CorporationBroker
June 2003 - December 2009 · 6 yrs 6 mos
Capital Financial Services, INC.Broker
December 1999 - May 2003 · 3 yrs 5 mos
Nylife Securities INC.Broker
May 1997 - December 1999 · 2 yrs 7 mos
Harbour Investments, INC. Broker
January 1996 - October 1996 · 9 mos
American United Life Insurance CompanyBroker
September 1995 - April 1997 · 1 yr 7 mos
Wfg Securities CorporationBroker
March 1995 - April 1996 · 1 yr 1 mo
Pruco Securities Corporation Broker
January 1992 - January 1995 · 3 yrs
The Prudential Insurance Company of AmericaBroker
January 1992 - December 1993 · 1 yr 11 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.