Joshua Stirling has been Chief Investment Officer, Member of Klaas Financial Asset Advisors since February 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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 · 8 yearsFitchburg, WI · Adviser representative · Firm CRD 121399
Investment adviser representative registrations
Joshua Stirling is registered as an investment adviser representative in 2 states. Each was approved in January 2018.
- IllinoisSince 15 January 2018
- WisconsinSince 15 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2018 |
| Series 7 | General Securities Representative Examination | 11 June 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Eric Stirling
- CRD
- 6865628
- Firm
- Klaas Financial Asset Advisors · CRD 121399
- Role
- Chief Investment Officer, Member
- Office
- 5951 McKee Road, Suite 200, Fitchburg, WI 53719-5114
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Stirling work?
Joshua Stirling has been Chief Investment Officer, Member of Klaas Financial Asset Advisors, LLC. since February 2024.
Is Joshua Stirling a financial advisor?
Yes. Joshua Stirling has a current investment-adviser registration in Illinois and Wisconsin, through Klaas Financial Asset Advisors since January 2018.
How many years of experience does Joshua Stirling have?
Joshua Stirling has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Joshua Stirling passed?
Joshua Stirling has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in January 2018. FINRA credited Joshua Stirling with the SIE, which began in October 2018.
Where is Joshua Stirling based?
Joshua Stirling’s registered office is in Fitchburg, WI.
Is Joshua Stirling registered with FINRA?
No. Joshua Stirling has no current broker registration.
How can I verify Joshua Stirling’s record?
Search CRD 6865628 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Stirling’s full registration record.