Alyssa Thom has been an investment adviser representative at Klaas Financial Asset Advisors since July 2020, and is not listed among the firm’s executive officers or direct owners.
Klaas Financial Asset Advisors, LLC. is a Loves Park, IL firm with $758M under management, 1,015 clients and 13 advisers across 2 offices, as of its May 2026 filing.
- – present · 6 yearsLoves Park, IL · Adviser representative · Firm CRD 121399
Investment adviser representative registrations
Alyssa Thom is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Wisconsin, in April 2023.
- IllinoisSince 1 July 2020
- WisconsinSince 18 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alyssa M Thom
- CRD
- 7191927
- Firm
- Klaas Financial Asset Advisors · CRD 121399
- Office
- 4707 PERRY RIDGE LANE, Loves Park, IL 61111
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Alyssa Thom work?
Alyssa Thom is an investment adviser representative registered through Klaas Financial Asset Advisors, LLC. since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Alyssa Thom a financial advisor?
Yes. Alyssa Thom has a current investment-adviser registration in Illinois and Wisconsin, through Klaas Financial Asset Advisors since July 2020.
How many years of experience does Alyssa Thom have?
Alyssa Thom has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has Alyssa Thom passed?
Alyssa Thom passed the Series 65 in July 2020.
Where is Alyssa Thom based?
Alyssa Thom’s registered office is in Loves Park, IL.
Is Alyssa Thom registered with FINRA?
No. Alyssa Thom has no current broker registration.
How can I verify Alyssa Thom’s record?
Search CRD 7191927 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alyssa Thom’s full registration record.