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Laurie Laverne Klein

Managing Member/Chief Compliance OfficerKaizen Financial Advisors, LLCCRD 4478848

About Laurie Laverne Klein

Laurie Laverne Klein is listed as Managing Member/Chief Compliance Officer at Kaizen Financial Advisors, LLC in Kirkland, WA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kaizen Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Laurie Laverne Klein work?

Laurie Laverne Klein is listed as Managing Member/Chief Compliance Officer at Kaizen Financial Advisors, LLC on SEC Form ADV.

How much of Kaizen Financial Advisors, LLC does Laurie Laverne Klein own?

Form ADV reports a beneficial ownership band of Over 75%.

Kaizen Financial Advisors, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
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