Kaizen Financial Advisors, LLC

Kaizen Financial Advisors, LLC (CRD# 155353) is a financial advisory firm headquartered in Kirkland, WA. They manage $63,456,801 in 380 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $166,992
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Kaizen Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laurie L. Klein
CRD#: 4478848
800 Bellevue Way Ne, Suite 400, Bellevue, WA 98004
96
Wealthminder
score

Laurie Klein (CRD# 4478848) is an Investment Advisor Representative working at Kaizen Financial Advisors, LLC in Bellevue, WA and has over 16 years of experience in the finance industry. Laurie Klein 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brook A. Anderson
CRD#: 6566083
4030 Lake Washington Blvd, Suite 308, Kirkland, WA 98033
89
Wealthminder
score

Brook Anderson (CRD# 6566083) is an Investment Advisor Representative working at Kaizen Financial Advisors, LLC in Kirkland, WA and has over 2 years of experience in the finance industry.

3
Kathleen M. Ferguson
CRD#: 6547584
777 108th Avenue Ne, Suite 1880, Bellevue, WA 98004
89
Wealthminder
score

Kathleen Ferguson (CRD# 6547584) is an Investment Advisor Representative working at Kaizen Financial Advisors, LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.