Timothy Kliewer (CRD# 5793581) is an Investment Advisor Representative working at Sjhl Financial Group in Mcpherson, KS and has over 13 years of experience in the finance industry. Timothy Kliewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5528441
Lpl Financial LLC
CRD# 3026795
Securities America Advisors, Inc.
CRD# 2319915
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sjhl Financial Group | Mcpherson, KS | Nov 2015 - Current | 8 |
| Wealth Management LLC | Norfolk, NE | Nov 2015 - Mar 2018 | 2 |
| Cetera Investment Advisers LLC | Mcpherson, KS | Jan 2014 - Oct 2015 | 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2013 - Oct 2015 | 1 |
| Home State Bank | Mcpherson, KS | May 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- KS
- TX
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts766ACCOUNTS
-
Average Account Value$164,624
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MO, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.