Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
4707 Perry Ridge Lane, Loves Park, IL, 61111
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a notary public, notarizing legal documents with minimal time commitment. He is also an insurance agent, though he is not currently selling new fixed insurance products but is listed as agent of record on existing fixed annuities and term life insurance policies, also with minimal time commitment. Additionally, Craig is the President of Pheasant Point 1 Homeowners Association, dedicating minimal time to this role.