Kevin Michael Klein
Investment adviser representative at Beacon Pointe Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Beacon Pointe Advisors, LLCApr 2026 to now
- Uber EatsSep 2025 to now
- Morton Capital Management, LLCApr 2021 to Dec 2025
- UnemployedJul 2020 to Apr 2021
- The Prudential Insurance Company of AmericaFeb 2020 to Jul 2020
- Pruco Securities LLCNov 2019 to Jul 2020
- KrogerOct 2012 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7200095
- Firm CRD
- 119290