Alicia Gabrielle Klein
Investment adviser representative at Cambridge Financial Group, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$645.8MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cambridge Financial Group, LLCOct 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cambridge Financial Group, LLC
$645.8MAssets managed
293Clients
5Advisers
9 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
- 6148943
- Firm CRD
- 117428