Liane Victoria Warcup
Investment adviser representative at Klaas Financial Asset Advisors, LLC.
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$758.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Klaas Financial Asset Advisors, LLC.Oct 2025 to now
- Clarus Financial PlanningJul 2005 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Klaas Financial Asset Advisors, LLC.
$758.1MAssets managed
1,015Clients
14Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2898258
- Firm CRD
- 121399