Klass Financial Services

Klass Financial Services

  • 2960 Triverton Pike Drive
  • Madison, Wisconsin
  • 53711
  • Phone: (608) 442-5637
  • Fax: (815) 877-6807
  • Website

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Description

Since 1976, we have provided financial services to individuals mainly located in the midwest – primarily in the Rockford, Illinois and Madison, Wisconsin areas.Klaas Financial Services has been in business since 1976 and is owned and directed by Craig Klaas and Steven Schou. Our team of professionals also provide pre-retirement financial educational seminars to many major regional corporations.Individuals associated with Klaas Financial Services are securities licensed through Investacorp, Inc., a registered broker dealer, member NASD, SIPC. One or more associates are securities licensed in the following states: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, NC, NH, NV, NY, OH, OK, PA, TX, UT, WA, WI.

Fact sheet

Company founded
1976
Number of employees
10-14

Company contacts

  • Craig Klaas
  • President

Products & services

financial planning consultant investment advisory service investment seminar retirement planning service

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