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Timothy Dean Kliewer

SJHL FINANCIAL SERVICES, LLC·MCPHERSON, Kansas
SIE, Series 7, Series 66CFPClean record16 years registeredSJHL FINANCIAL SERVICES, LLC
123 SOUTH MAIN ST., MCPHERSON, KS 67460CRD# 5793581Firm CRD# 285946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Dean Kliewer · MCPHERSON, KS
Registration
CRD #5793581 · SJHL FINANCIAL SERVICES, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

SJHL FINANCIAL GROUP
Mar 2017 – present
WEALTH MANAGEMENT LLC
Nov 2015 – Mar 2018
McPherson, KS
CETERA INVESTMENT ADVISERS LLC
Jan 2014 – Oct 2015
MCPHERSON, KS
CETERA INVESTMENT SERVICES LLC
Nov 2013 – Jan 2014
MCPHERSON, KS
INVEST FINANCIAL CORPORATION
Jul 2010 – Nov 2013
MCPHERSON, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 22, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SJHL FINANCIAL SERVICES, LLC
CRD 285946 · SEC 801-126251
AUM
$126M
Regulatory assets under management
Employees
10
766 client accounts
Services offered by SJHL FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SJHL FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Timothy Dean Kliewer offer?
Timothy Dean Kliewer specializes in Financial Planning, Investment Management. Contact their office in MCPHERSON, Kansas for a consultation.
What are Timothy Dean Kliewer's credentials?
Timothy Dean Kliewer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Dean Kliewer located?
Timothy Dean Kliewer is based in MCPHERSON, Kansas, working with SJHL FINANCIAL SERVICES, LLC. Their office serves clients in the MCPHERSON metropolitan area and surrounding communities.
How does Timothy Dean Kliewer charge for services?
Timothy Dean Kliewer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SJHL FINANCIAL SERVICES, LLC?
SJHL FINANCIAL SERVICES, LLC has approximately 10 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SJHL FINANCIAL SERVICES, LLC

Keith Stuart Janzen
MCPHERSON, KS
Chet Lee Buchman
MCPHERSON, KS

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Research
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