LPL Financial
45yrs
Top advisor by experience in Alaska
8yrs
Thomas Klein
Financial advisor at Change Wealth Advisors
Thomas Klein has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Anchorage, Alaska. After five years at Private Client Wealth Advisors, Thomas joined Change Wealth Advisors in 2024, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.
One of 271 advisors with offices in Anchorage, and one of 254 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeAnchorage, AK
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$772,447
Advisors at the firm2
States licensed ?1 state
Services through Change Wealth Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowChange Wealth AdvisorsCurrent firm
- 2019 – 2024Private Client Wealth Advisors, LLCPreviously
Contact Thomas
(907) 202-2105Change Wealth Advisors main office Anchorage, AKOffice · Get directions Firm websitewww.changewealthadvisors.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Change Wealth Advisors at (907) 202-2105 and ask for Thomas Klein. Thomas works from the Anchorage, AK office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Change Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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