Alicia Klein has been Managing Member of Cambridge Financial Group since April 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Cambridge Financial Group, LLC is a Tucson, AZ firm with $646M under management, 293 clients and 4 advisers in one office, as of its April 2026 filing.
- – present · 13 yearsTucson, AZ · Adviser representative · Firm CRD 117428
Investment adviser representative registrations
Alicia Klein is registered as an investment adviser representative in Arizona, since March 2013.
- ArizonaSince 12 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alicia Gabrielle Klein
- CRD
- 6148943
- Firm
- Cambridge Financial Group · CRD 117428
- Role
- Managing Member
- Office
- 6700 N. ORACLE RD., SUITE 324, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Alicia Klein work?
Alicia Klein has been Managing Member of Cambridge Financial Group, LLC since April 2018, and is a control person of the firm.
Is Alicia Klein a financial advisor?
Yes. Alicia Klein has a current investment-adviser registration in Arizona, through Cambridge Financial Group since March 2013.
How many years of experience does Alicia Klein have?
Alicia Klein has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has Alicia Klein passed?
Alicia Klein passed the Series 65 in February 2013.
Where is Alicia Klein based?
Alicia Klein’s registered office is in Tucson, AZ.
Is Alicia Klein registered with FINRA?
No. Alicia Klein has no current broker registration.
How can I verify Alicia Klein’s record?
Search CRD 6148943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alicia Klein’s full registration record.