LK
Laurie Klein
from Kaizen Financial Advisors, LLC
Laurie Klein is a financial advisor based in Washington, Kirkland,
with 23 years of experience. Laurie currently works for
Kaizen Financial Advisors, LLC.
Laurie maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Laurie Klein works at Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC is a financial advisory firm based in Kirkland, Washington. It currently has approximately $180,328,082 of assets under management and employs about 3 people. Kaizen Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4030 Lake Washington Blvd, Suite 308, Kirkland, Washington, 98033
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