Christopher Thomas Klein
Investment adviser representative at The Fiduciary Alliance
19 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- The Fiduciary AllianceApr 2025 to now
- Flexjet, LLCJan 2023 to now
- Klein Aviation Services, LLCApr 2022 to now
- Henle Prep Workbooks (dba Latin Prep Resources)Jul 2017 to now
- Sole Proprietorship dba Kingdom Consulting ServicesJan 2023 to Dec 2023
- Wse Massey Engineering & Surveying, Ltd.Mar 2019 to Mar 2023
- Red Wing Aeroplane CompanyOct 2017 to Feb 2019
- Lifeplan Financial, LLCDec 2013 to Jan 2025
- IbmFeb 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
10 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
- 4705193
- Firm CRD
- 284924