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ClientsRosa Klein

Rosa Klein

Active

Age 57 · Evanston, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 1, 2026
OverviewAssetsGoals3Documents4Contact log2
DocumentCategoryUpdatedUpdated bySize
discretionary-agreement.pdf
AgreementSeptember 6, 2021Claire Whitfield1.6MB
account-agreement.pdf
AgreementApril 13, 2015Claire Whitfield1.2MB
id-drivers-license.pdf
ID documentNovember 4, 2025Claire Whitfield800KB
performance-2026-h1.pdf
ReportRead-onlyJuly 10, 2026the planning system2.5MB