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Cindy Kleiner, financial advisor Eugene OR

Cindy Kleiner

CRD Number: 2178066
Current Firm: Guiding Financial, LLC
Compensation Model: Fee Only
Cindy Kleiner (CRD# 2178066) is an Investment Advisor Representative working at Guiding Financial, LLC in Eugene, OR and has over 3 years of experience in the finance industry. Cindy Kleiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Guiding Financial, LLC Eugene, OR May 2017 - Current 6
Physicians Family Financial Advisors, Inc. Eugene, OR Sep 2015 - May 2017 1
Guiding Financial, LLC Eugene, OR Jun 2013 - Sep 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Cindy M. Kleiner
,
Phone Number: 541-357-9306
Firm Website: http://www.guidingfinancial.com
Registered State(s):
  • OR
Current Firm Details
Guiding Financial, LLC
Firm's CRD Number: 175119
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $125,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

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