Cindy Michelle Kleiner

Current Employers

Guiding Financial, Llc

Eugene, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2018-01-04

OR RA
APPROVED

Since 2018-01-04

Branch Locations

Eugene, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Physicians Family Financial Advisors, Inc.	Eugene	OR	09/2015	05/2017
Guiding Financial, Llc	Eugene	OR	05/2017	Present

09/2015 → 05/2017

Physicians Family Financial Advisors, Inc.

Eugene, OR
05/2017 → Present

Guiding Financial, Llc

Eugene, OR

Previous Registrations

2015-09-23 → 2017-05-15

Physician Family Financial Advisors Inc

Beaverton, OR

Other Businesses

McKenzie General Store, LLC 91837 Taylor Rd McKenzie Bridge, OR 97413 Non- investment related Owner January 2016 Store and Restaurant 80 hours a month Compliance and Finance Officer/ Human Resources/ Operations Harry Kleiner DO PC 2880 Alta Vista Eugene Oregon 97413 Non-Investment related January 2017 Physican firm 60 hours a month Administrative Assistant

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-27

S65 Uniform Investment Adviser Law Examination

2015-01-27

Designations

Other Names

Cindy Michelle Williams
Cindy Michelle Williams

View on SEC IAPD