Managing Member · Cambridge Financial Group, LLC
ALICIA G. klein
CRD 6148943 · Named on Form ADV at one SEC-registered adviser
At a glance
Cambridge Financial Group, LLC, an SEC-registered wealth manager based in Tucson, AZ with $646 million in regulatory assets, lists ALICIA G. klein on its Form ADV as Managing Member, a control person.
Firms and roles
- Cambridge Financial Group, LLCManaging MemberWealth manager · Tucson, AZ · $646M in regulatory assets
AtlasMembers
ALICIA’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Cole J. McClarrenMember, Cambridge Financial Group, LLC
- Bonnie C. CourtneyMember, Chief Compliance Officer, Cambridge Financial Group, LLC
- Brandon R. HodgesonMember, Cambridge Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For ALICIA’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.