Liane Warcup has been an investment adviser representative at Klaas Financial Asset Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners. Liane Warcup holds a Master's in Public Sector Financial Management from the University of Maryland. Liane Warcup studied at United States Air Force Academy.
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.
Liane Warcup is Senior Financial Planner at Klaas Financial, which she joined in 2025. She served as a financial analyst and budget officer in the Air Force before beginning her career as an investment advisor. After moving to Illinois in 2001, she founded Clarus Financial Planning, which she led for over 20 years before joining Klaas Financial.
Liane Warcup’s longest registration was 20 years at Clarus Financial Planning (2005–2025). Before joining Klaas Financial Asset Advisors in 2025, Liane Warcup was registered through Clarus Financial Planning and A. G. Edwards & Sons, Inc.
- – present · 1 yearGeneva, IL · Adviser representative · Firm CRD 121399
- Clarus Financial Planning– · 20 yearsGeneva, IL · Adviser representative · Firm CRD 136843
- A. G. Edwards & Sons, Inc.– · under a yearGeneva, IL · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Liane Warcup is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- IllinoisSince 1 October 2025
- WisconsinSince 1 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 1997 |
| Series 7 | General Securities Representative Examination | 8 July 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Liane Victoria Warcup
- CRD
- 2898258
- Firm
- Klaas Financial Asset Advisors · CRD 121399
- Office
- Geneva, IL
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- klaasfinancial.com
Where does Liane Warcup work?
Liane Warcup is an investment adviser representative registered through Klaas Financial Asset Advisors, LLC. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Liane Warcup a financial advisor?
Yes. Liane Warcup has a current investment-adviser registration in Illinois and Wisconsin, through Klaas Financial Asset Advisors since October 2025.
How many years of experience does Liane Warcup have?
Liane Warcup has 22 years in the financial industry, since October 2004, across 3 adviser firms.
What exams has Liane Warcup passed?
Liane Warcup has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 1997.
Where did Liane Warcup work before Klaas Financial Asset Advisors?
Before Klaas Financial Asset Advisors, Liane Warcup was registered through Clarus Financial Planning, September 2005 to September 2025; A. G. Edwards & Sons, Inc., May 2004 to April 2005.
Where is Liane Warcup based?
Liane Warcup’s registered office is in Geneva, IL.
Is Liane Warcup registered with FINRA?
No. Liane Warcup has no current broker registration.
How can I verify Liane Warcup’s record?
Search CRD 2898258 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Liane Warcup’s full registration record.