Morgan Tegeler 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.
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 · 1 yearLoves Park, IL · Adviser representative · Firm CRD 121399
Investment adviser representative registrations
Morgan Tegeler is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- IllinoisSince 3 October 2025
- WisconsinSince 3 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Morgan Brittni Tegeler
- CRD
- 7882550
- Firm
- Klaas Financial Asset Advisors · CRD 121399
- Office
- 4707 PERRY RIDGE LANE, Loves Park, IL 61111
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Morgan Tegeler work?
Morgan Tegeler 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 Morgan Tegeler a financial advisor?
Yes. Morgan Tegeler has a current investment-adviser registration in Illinois and Wisconsin, through Klaas Financial Asset Advisors since October 2025.
How many years of experience does Morgan Tegeler have?
Morgan Tegeler has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Morgan Tegeler passed?
Morgan Tegeler passed the Series 65 in October 2025.
Where is Morgan Tegeler based?
Morgan Tegeler’s registered office is in Loves Park, IL.
Is Morgan Tegeler registered with FINRA?
No. Morgan Tegeler has no current broker registration.
How can I verify Morgan Tegeler’s record?
Search CRD 7882550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Tegeler’s full registration record.