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Steven Kenneth Klein

FARMERS FINANCIAL SOLUTIONS, LLC·WESTLAKE VILLAGE, California
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31051 AGOURA RD., WESTLAKE VILLAGE, CA 91361CRD# 1336922Firm CRD# 103863
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About

Steven Kenneth Klein is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with FARMERS FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
FARMERS FINANCIAL SOLUTIONS, LLC
FARMERS FINANCIAL SOLUTIONS, LLC
AUM
—
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at FARMERS FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1336922
Firm CRD# 103863
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Kenneth Klein offer?
Steven Kenneth Klein specializes in Financial Planning. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Steven Kenneth Klein's credentials?
Steven Kenneth Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Kenneth Klein located?
Steven Kenneth Klein is based in WESTLAKE VILLAGE, California, working with FARMERS FINANCIAL SOLUTIONS, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Steven Kenneth Klein charge for services?
Steven Kenneth Klein's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FARMERS FINANCIAL SOLUTIONS, LLC?
FARMERS FINANCIAL SOLUTIONS, LLC has approximately 25 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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