Sharon Kluesner, financial advisor Dubuque IA
87 score

Sharon Kluesner

CRD Number: 4467002
Current Firm: Heacock & Jones Financial Services, Inc.

Sharon Kluesner (CRD# 4467002) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Heacock & Jones Financial Services, Inc. Dubuque, IA Jun 2000 - Current 18

Sharon Kluesner has no recent exams reported.
Contact Info for Sharon K. Kluesner
Phone Number: 563-585-1400
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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