Christopher Klein (CRD# 4705193) is an Investment Advisor Representative working at Lifeplan Financial, LLC in Mankato, MN and has over 20 years of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flexjet, LLC | Rochester, MN | Jan 2023 - Current | 1 |
| Sole Proprietorship Dba Kingdom Consulting Services | Rochester, MN | Jan 2023 - Current | 1 |
| Klein Aviation Services, LLC | Rochester, MN | Apr 2022 - Current | 2 |
| Wse Massey Engineering & Surveying, Ltd. | Rochester, MN | Mar 2019 - Current | 5 |
| Henle Prep Workbooks (dba Latin Prep Resources) | Rochester, MN | Jul 2017 - Current | 6 |
| Lifeplan Financial, LLC | Mankato, MN | Dec 2011 - Current | 12 |
| Red Wing Aeroplane Company | Bay City, WI | Oct 2017 - Feb 2019 | 1 |
| Ibm | Rochester, MN | Feb 2007 - Oct 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
- MN
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts533ACCOUNTS
-
Average Account Value$206,154
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MN, TX
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