# KLAAS FINANCIAL ASSET ADVISORS, LLC.

KLAAS FINANCIAL ASSET ADVISORS, LLC. of LOVES PARK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 121399
- Type: SEC-registered investment adviser
- SEC file number: 801-79516
- Location: 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111
- Phone: 815-877-8440
- Latest filing: 2026-05-06
- Regulatory AUM: $758.1M
- Discretionary AUM: $758.1M
- Clients: 15
- Accounts: 2,687

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Maleeah Lonna Wernsing-Cuevas | BOARD CHAIR, MARKETING DIRECTOR, MEMBER; CEO, MEMBER | — |
| Craig Jared Klaas | CEO, PRESIDENT, MEMBER; PRESIDENT, MEMBER | — |
| Stephanie Renee Mowers | CHIEF OPERATING OFFICER; COO | — |
| Nathan Andrew Breiby | MEMBER | — |
| Rita Bardell Rhodes | CHIEF COMPLIANCE OFFICER | — |
| Kyle A Kite | CFO, MEMBER | — |
| Eric James Schwartz | MEMBER | — |
| Joshua Eric Stirling | CHIEF INVESTMENT OFFICER, MEMBER; DIRECTOR OF PORTFOLIO MANAGEMENT, MEMBER | — |
| SCHOU STEVEN LAVERNE | CEO/CCO, MANAGING MEMBER; CFO/CCO, MANAGING MEMBER | — |
| KLAAS CRAIG MARTIN | PRESIDENT/CEO, MANAGING MEMBER; PRESIDENT, MANAGING MEMBER | — |
| WERNSING-CUEVAS MALEEAH LONNA | CEO, MEMBER; COO, MEMBER; MEMBER | — |
| KLAAS CRAIG JARED | CFO, MEMBER; MEMBER; PRESIDENT, CCO, MEMBER (+1 more) | — |
| SHIELDS STEPHANIE RENEE | COO | — |
| MOWERS STEPHANIE RENEE | COO | — |
| RHODES RITA BARDELL | CHIEF COMPLIANCE OFFICER | — |
| KITE KYLE A | CFO, MEMBER; MEMBER | — |
| SCHWARTZ ERIC JAMES | MEMBER | — |
| Stirling Joshua Eric | DIRECTOR OF PORTFOLIO MANAGEMENT, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121399/similar
- Related entities: https://search.stillhousedata.com/firm/121399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121399

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.