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Aaron Eugene Schueller

Advisor at Klaas Financial Asset Advisors, LLC. — Loves Park, IL

Updated today

Credentials

Series 65, Series 63

Experience

8 years

Location

Loves Park, IL 61111

Klaas Financial Asset Advisors, LLC. logo

Klaas Financial Asset Advisors, LLC.

Team

Total advisors

14

Clients per advisor

73 High

Avg AUM per client

$745,714 Low

HNW client ratio

20% Low

About

Aaron Schueller is a financial advisor at Klaas Financial Asset Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at firms including Orgel Wealth Management and Accel Wealth Management LLC. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering services such as discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides a wrap-fee program alongside a structured retirement-plan practice.

Client services

Based on Klaas Financial Asset Advisors, LLC.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Institutional consulting; tax service fees

Expertise

Based on Klaas Financial Asset Advisors, LLC.

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Klaas Financial Asset Advisors, LLC.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees charged for Project-Based Financial Consulting Services based on complexity; tax preparation fees per standard fee schedule.

Percentage

$0 - $1,500,000: $275 per month plus initial fee $1,650 $1,500,001 - $2,000,000: $350 per month plus initial fee $2,100 $2,000,001 - $2,500,000: $425 per month plus initial fee $2,550 $2,500,001 - $3,000,000: $500 per month plus initial fee $3,000 $3,000,001 - $3,500,000: $575 per month plus initial fee $3,450 $3,500,001 - $4,000,000: $650 per month plus initial fee $3,900 Over $4,000,000+: $650 per month plus $75 per additional $500,000, initial fee half total program fees for first year

Project-based

$300 per hour for Project-Based Financial Consulting Services if terminated early.

Subscriptions

Comprehensive Financial Planning Services charged monthly program fees ranging from $275 to over $650 per month based on investable assets.

Other

Fee-only: Project-Based Financial Consulting Services charged as a fixed fee based on complexity; hourly rate of $300 per hour applicable if terminated early.

Location

Loves Park, IL

4707 Perry Ridge Lane

Loves Park IL 61111

Advisors at this office

14

Most active in

Illinois · Wisconsin

Work history

8 years of industry experience

Klaas Financial Asset Advisors, LLC

2026 - Present • 1 year

Loves Park, IL

Orgel Wealth Management

2021 - 2026 • 5 years

Altoona, WI

Accel Wealth Management LLC

2021 - 2021 • 1 year

Waverly, IA

Bankers' Bank

2020 - 2021 • 1 year

Madison, WI

LPL Financial LLC

2020 - 2021 • 1 year

Madison, WI

Mid Atlantic Financial Management, Inc.

2019 - 2020 • 1 year

Pittsburgh, PA

Mid Atlantic Capital Corporation

2019 - 2020 • 1 year

Pittsburgh, PA

American Trust Retirement

2018 - 2020 • 2 years

Dubuque, IA

Cetera Investment Advisers

2017 - 2018 • 1 year

Dubuque, IA

Cetera Investment Services Llc

2017 - 2018 • 1 year

St.Cloud, MN

American Trust & Savings Bank

2016 - 2018 • 2 years

Dubuque, IA

American Trust Retirement

2016 - 2016 • 1 year

Bettendorf, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Donna Q

CFP®, Series 63, Series 65

Loves Park, IL

Quam Wealth Advisory Group LLC

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
user avatar

Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

General retirement planning Social Security optimization General tax planning Wealth management
user avatar

Jeffrey D

Series 63, Series 65

Loves Park, IL

DiBenedetto & Associates Ltd

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Long-term care insurance Life insurance needs analysis Annuities
user avatar

Timothy K

ChFC®, Series 63, Series 65

Rockford, IL

Midwest Financial Associates, Inc.

Timothy Knauf is a ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.

General retirement planning Income planning Annuities Wealth management
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Alex D

Series 63, Series 65

Rockford, IL

DiBenedetto & Associates Ltd

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

Long-term care insurance Life insurance needs analysis Annuities
user avatar

Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

General retirement planning Social Security optimization General tax planning Wealth management
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