Eric Schwartz - Email & Phone Number

Investment Adviser Representative at Klaas Financial Asset Advisors, Llc.

Eric Schwartz is based out of Madison, Wisconsin, United States and works at Klaas Financial Asset Advisors, Llc. as Investment Adviser Representative.

Eric Schwartz's Contact Information

Eric Schwartz's Work email

e*****@klaasf***.com

Valid

Latest update

September 18, 2025

Location

Madison, Wisconsin, United States

Eric's current employer

Klaas Financial Asset Advisors, Llc.

Description

Klaas Financial, inc. is an independent financial planning firm with offices in North Illinois and Southern Wisconsin.

Website

klaasfinancial.com

HQ Location

Loves Park, IL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Klaas Financial Asset Advisors, Llc.

Frequent questions about Eric Schwartz

What company is Eric Schwartz working for?

Eric Schwartz works for Klaas Financial Asset Advisors, Llc..

What is Eric Schwartz's function at Klaas Financial Asset Advisors, Llc.?

Eric Schwartz is Investment Adviser Representative at Klaas Financial Asset Advisors, Llc..

Where is Eric Schwartz based?

Eric Schwartz is based out of Madison, Wisconsin, United States.

What is Eric Schwartz's work email address?

Eric Schwartz's professional email address is e*****@klaasf***.com

Who are Eric Schwartz's co-workers?

Eric Schwartz's colleagues are Maleeah Cuevas, Craig Klaas, Forrest Ross, Melissa Wenger, Alyssa Ebert, Kyle Kite, Nate Breiby, Nathan Winslow, Josh Stirling.

Eric's co-workers

Maleeah Cuevas

Chief Executive Officer (CEO), MBA, Investment Advisor Representative

Craig Klaas

President, Investment Adviser Representative

Forrest Ross

Director of Retirement Plans

Melissa Wenger

Director of Human Resources

Alyssa Ebert

Financial Planner

Kyle Kite

Investment Adviser Representative

Nate Breiby

Investment Advisor

Nathan Winslow

Portfolio Trading Analyst

Josh Stirling

Portfolio Manager

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