This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 10, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jul 10, 1997

First registration

May 26, 2004

Dual registered

no

Other names

LIANE WARCUP

IAPD individual key

2898258

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Liane Victoria Warcup left Clarus Financial Planning for Klaas Financial Asset Advisors, Llc. (registered 2025-10-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a6d2ecb-9af5-fdc6-69d1-779f40d67412

First observed

May 26, 2004

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.