Alicia Gabrielle Klein

Employer firm

Cambridge Financial Group, LLC CRD 117428

$646M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Cambridge Financial Group
  Tucson, AZ

Other Businesses

Board Member for FPA of Southern Arizona, volunteer position, start date: August 2018, 1-3 hours per month. Board Member for ACP, volunteer position, start date: Jan 2019, 1-2 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-04

Designations

• Certified Financial Planner

Other Names

• Alicia Gabrielle Reiner