Gregory Alan Klein
Investment adviser representative at Hays Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.5BFirm 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
11 years in the industry.
- Hays Financial Group, LLCMar 2022 to now
- LPL Financial LLCDec 2021 to now
- Hays CompanyJan 2020 to now
- Sentry Mutual Insurance CompanyMay 2018 to Dec 2019
- Ernst & YoungJul 2017 to May 2018
- Texas A & M UniversityJun 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Hays Financial Group, LLC
$7.5BAssets managed
572Clients
4Advisers
5 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
- 4651073
- Firm CRD
- 306877