Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
25 years
Location
Beloit, WI 53511-6109
Edward Jones
Institution
Bryan Theis is a CFP®-designated financial advisor with Edward Jones, based in Beloit, WI. He has 25 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Beloit, WI W Grand Ave
200 W Grand Ave Suite A 100
Beloit WI 53511-6109
Advisors at this office
2
Texas · Wisconsin
25 years of industry experience
Edward Jones
2003 - Present • 23 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
CFP®, Series 65, Series 63
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Breiby is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Klaas Financial Asset Advisors, LLC and has previously held roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement-plan sponsors with discretionary portfolio management, financial planning, tax-preparation, and consulting services. The firm emphasizes long-term, diversified asset allocation tailored to clients' goals and risk tolerances and offers a wrap-fee program alongside a structured retirement-plan practice.
CFP®, Series 63, Series 66
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Liane Warcup is a CFP® professional at Klaas Financial Asset Advisors, LLC with 22 years of industry experience. She previously worked at Clarus Financial Planning for 20 years and spent one year at A. G. Edwards & Sons, Inc. before joining Klaas Financial Asset Advisors in 2025. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides both fiduciary retirement-plan advice and non-discretionary investment consulting through a structured wrap-fee program.
Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Klaas Financial Asset Advisors since 2023. Her prior experience includes roles at the University of Queensland and Compass Properties. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets across more than 1,100 client households.
Series 66, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 65 and Series 66 licenses and possessing 20 years of industry experience. He has worked with Klaas Financial Asset Advisors since 2007 and previously with Investacorp, Inc. Other roles include serving as President of a homeowners association and a Notary Public. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm emphasizes long-term, diversified asset allocation tailored to client goals and manages a wrap-fee program alongside fiduciary retirement-plan services.
Series 63, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.
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