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Timothy Dean Kliewer

SJHL FINANCIAL SERVICES, LLC·MCPHERSON, Kansas
Clean recordSJHL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Dean Kliewer is a registered financial advisor based in MCPHERSON, Kansas, affiliated with SJHL FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SJHL FINANCIAL SERVICES, LLC
SJHL FINANCIAL GROUP
AUM
$126M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SJHL FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5793581
Firm CRD# 285946
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
Kyle J Hawk
MCPHERSON, KS
Chet Lee Buchman
MCPHERSON, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in KansasNational Fee Analysis
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