Kaizen Financial Advisors, LLC

Kaizen Financial Advisors, LLC (CRD# 155353) is a financial advisory firm headquartered in Kirkland, WA. They manage $220,811,107 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4030 Lake Washington Blvd, Suite 308, Kirkland, WA 98033
http://www.kaizenfa.com
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,522,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Kaizen Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurie Klein, financial advisor Kirkland WA
Laurie L. Klein
CRD#: 4478848
4030 Lake Washington Blvd, Suite 308, Kirkland, WA 98033

Laurie Klein (CRD# 4478848) is an Investment Advisor Representative working at Kaizen Financial Advisors, LLC in Kirkland, WA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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