Laurie Laverne Klein
Investment adviser representative at Kaizen Financial Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$283.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kaizen Financial Advisors, LLCOct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WA).
Kaizen Financial Advisors, LLC
$283.7MAssets managed
150Clients
2Advisers
7 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
- 4478848
- Firm CRD
- 155353