Alicia
Klein
Cambridge Financial Group, LLC
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About this Advisor
Alicia Klein is a certified financial planner operating in Tucson, Arizona, with a total of 10 years of relevant experience. Klein is on the advisory team at Cambridge Financial Group, LLC. They have been an employee of Cambridge Financial Group, Llc for their entire career. Klein has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Arizona. Cambridge Financial Group, LLC is a financial advisory firm based out of Tucson, AZ. It administers $402 million in assets under management across its 1,269 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 1,269 client accounts, 47% belong to high-net-worth investors who have at least $1 million in investable assets. The firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Cambridge Financial Group, LLC likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Financial Group, LLC Brokerage Details
$401,685,763
9
1,269
$316,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Alicia Klein Work History
Alicia has been registered as a financial advisor for 10 years.*
Cambridge Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alicia Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Financial Group, LLC
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
