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Craig M. Klaas
President
Registered Investment Advisor Associate

Integrity and Service
"Our clients have confidence in us with respect to their financial futures. It's a responsibility we take very seriously."
A founding principal at Klaas Financial, Craig has worked in the financial services industry since 1976. A University of Illinois graduate with a bachelor's degree in finance, he is also Series 7 and Series 24 Securities qualified.
Steven L. Schou, CFP®
CERTIFIED FINANCIAL PLANNER™
CEO / CFO

Commitment to Excellence
"Our team approach provides years of experience, knowledge and integrity to help guide you through the maze of financial vehicles."
Chief Executive Officer, Chief Financial Officer, and a partner of Klaas Financial, Steve has worked in the financial services industry since 1979. He has been a Certified Financial Planner™ practitioner since 1994 and is Series 7 Securities qualified.
Steve is also
the senior investment
advisor associate at Klaas Financial with a focus on IRA rollovers and income strategies.
Scott A. Johnson, CFP®
CERTIFIED FINANCIAL PLANNER™

Client Goals
"Helping clients address their goals is a number one priority."
Scott joined Klaas Financial in 1996 following his graduation from Wheaton College with a bachelors' degree in business and economics. He earned the designation of Certified Financial Planner™ practitioner in 1999, demonstrating his experience in the
areas of taxes, employee
benefits,
retirement planning, estate planning, and insurance and investment services.
Gary Love CFP®
CERTIFIED FINANCIAL PLANNER™

Solutions
"We stand in our clients' shoes and bring our experience to provide unique solutions to our clients."
Gary joined Klaas Financial in 1997. Gary received a Bachelor of Science degree in Accounting from Bob Jones University in 1991. He has earned the designation of Certified Financial Planner™ practitioner and is Series 7, 63, and 66 Securities qualified.
Mike Todryk RFC
Registered Financial Consultant

Care
"My number one objective is to help people address their retirement goals."
Mike Todryk, RFC, joined Klaas in 2008. He earned the RFC designation of Registered Financial Consultant in 2004 and has over 30 years experience in Estate Planning, Retirement Planning, and helping people with their 401K and 403b plans.
Maleeah L. Cuevas
Registered Investment Advisor Associate

Vision
"By interacting with our clients on a personal level, we are able to correctly plan for their vision of retirement."
Maleeah joined Klaas Financial in 2006. She holds a Masters Degree from the Monterey Institute of International Studies in International Business Management and Public Administration. She also is Series 6, 7, 63, and 65 Securities qualified, and holds life and health insurance licenses.
Craig J. Klaas
Registered Investment Advisor Associate

Values
"We make it one of our highest priorities to maintain personal client relationships that are founded upon honesty, integrity and loyalty."
Craig J. Klaas joined Klaas Financial in
February of 2007. Craig J. is the son of President, Craig M. Klaas, and has
had much exposure to the financial services industry. A University of Washington graduate with a bachelor's
degree in economics, Craig is series 7 and 66 Securities qualified, and holds life and health insurance licenses.
Steve Anderson
Marketing Director
Account Investment Executive

Seminars
"An additional service that we provide for Corporations is facilitating educational seminars, as well as addressing the financial needs of individual clients."
Steve attended North Park College in Chicago, as well as Rock Valley College in Rockford, and is Series 6 and 63 Securities qualified. He comes to Klaas Financial with over 20 years of sales and marketing experience.
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KLAASFINANCIAL.COM
Individuals associated with Klaas Financial Services are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are securities licensed in the following states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MI, MN, MO, NC, NH, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI. For
those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide followup, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org
and Securities Investor Protection Corporation's homepage, www.sipc.org
Important Notice:
When you link to any of the
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Investacorp, Inc., and its affiliates. The linked sites are strictly provided as a courtesy. As such Investacorp, Inc. and its affiliates
are not responsible for the contents of any linked site nor any link contained
in a linked site, or any changes or updates to such sites. Investacorp, Inc., and its affiliates are
also not liable for any technical or systems issues or any consequences arising
out of your access to or information available through the linked site.
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