John Paul Chladek
CFP®Professional Summary
John Paul Chladek, CFP®, who also goes by John P Chladek, is a registered financial advisor currently at CHLADEK WEALTH MANAGEMENT, LLC located in Lenexa, Kansas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Education Funding
- Estate & Legacy Planning
- Business Services
- Tax Planning
- Social Security & Medicare Planning
Biography
HOW IT WORKS We’ll organize your finances and design a solution that empowers you to: Take control of your cash flow Develop a realistic savings plan Invest according to your values and goals Grow your wealth to attain financial freedom We don’t sell products. We never receive commissions for what we recommend. And we always work for you as your fiduciary. HOW DO I KNOW IF I’M A FIT FOR YOUR FEE-ONLY FINANCIAL PLANNING SERVICES?...
Other Aliases
John P Chladek
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CHLADEK WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Lenexa, KSMailing Address
Po Box 860561, Shawnee, KS 66286Phone Number
(913) 402-6099# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
238AUM (Assets Under Management)
$68,144,702Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/1/2010)
(7/23/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Paul Chladek's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Education Funding
- Estate & Legacy Planning
- Business Services
- Tax Planning
- Social Security & Medicare Planning
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