Christopher Raymond Klein
Investment adviser representative at Liberty One Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$178.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Liberty One Wealth AdvisorsFeb 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Feb 2022
- JPMorgan ChaseAug 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Liberty One Wealth Advisors
$178.4MAssets managed
236Clients
5Advisers
2 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
- 7052625
- Firm CRD
- 315675