CK
CK

Christopher Thomas Klein

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

Loading...

Location

Rochester, MN

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Christopher works as a professional pilot for FlexJet, LLC, potentially up to a quarter of his time. He also provides contractor pilot services through Klein Aviation Services, LLC, spending minimal time, and volunteers with website design for Henle Prep Workbooks, also spending minimal time.

Employment History
Current Registrations
The Fiduciary Alliance
April 2025 - Present · 10 mos
Previous Registrations
Lifeplan Financial, LLC
December 2013 - January 2025 · 11 yrs 1 mo
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.