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Deborah Lynn Klein

Azzad Asset Management, Inc.

Falls Church, VA

CRD 1734220

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Employer firm

Azzad Asset Management, Inc. CRD 111291

$1.84B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Azzad Asset Management, Inc.

3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-11-01
VA RA APPROVED 2020-06-26
  • WI RA
    APPROVED
    Since 2023-11-01
  • VA RA
    APPROVED
    Since 2020-06-26

Branch Locations

3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533 • 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
OrganizationCityStateFromTo
Acorn Financial Services Reston VA 07/2019 10/2019
Azzad Asset Management Falls Church VA 10/2019 01/2022
Northwestern Mutual Fairfax VA 01/2018 07/2019
Wtn Media Verona WI 07/2003 10/2017
Azzad Asset Management, Inc. Falls Church VA 01/2022 Present
  • 07/2019 → 10/2019
    Acorn Financial Services
    Reston, VA
  • 10/2019 → 01/2022
    Azzad Asset Management
    Falls Church, VA
  • 01/2018 → 07/2019
    Northwestern Mutual
    Fairfax, VA
  • 07/2003 → 10/2017
    Wtn Media
    Verona, WI
  • 01/2022 → Present
    Azzad Asset Management, Inc.
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-16
S63 Uniform Securities Agent State Law Examination 1989-03-15
  • S65 Uniform Investment Adviser Law Examination
    2020-06-16
  • S63 Uniform Securities Agent State Law Examination
    1989-03-15
Designations
  • Certified Financial Planner
Other Names
  • Deborah Lynn Cook
  • Deborah Lynn Cook

View on SEC IAPD

Nearby Firms

INVESTMENT & RESOURCE PLANNING
ADVISORS FINANCIAL, INC.
WORLD INVESTMENT ADVISORS, LLC

Nearby Investors

DEBORAH MARY MARSON
SUSAN L WARREN
NABIH GEORGE NABTI

Nearby Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA

More in Falls Church, VA

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