JD
Jennifer Davis
Client Service Associate at Klaas Financial Asset Advisors,
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Work Experience
Client Service Associate
Jan 2018 - Present · 7 years
Project Accounting Specialist
Apr 2008 - Apr 2016 · 8 years
Financial Administrator
Oct 2005 - Apr 2008 · 2 years and 6 months
Company Details
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.
Year Founded
1976
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4707 Perry Ridge Lane Loves Park, IL 61111, US
Keywords
Investment AdvisingFinancial PlanningRetirement PlanningWealth Management
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