John P. Chladek
CHLADEK WEALTH MANAGEMENT
Overland Park, KS
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CRD#: 4726363
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 Overland Park, 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.
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?
Our guess is that you landed here for one of two reasons:
You currently have a financial advisor, but you’re interested in a second opinion.
Life is starting to get a little more complicated and you don’t have the time to balance work, family, and finances.
If this sounds like you, we can help!
HOW CAN WE WORK TOGETHER?
The first step is a free, no-obligation Discovery Meeting. This is simply a time for us to learn more about you through a series of questions to better understand your situation.
At the end of the Discovery Meeting, we’ll have gathered enough information to put together what we think would be a good solution for you. We won’t be asking you for a commitment, nor would we even accept a commitment, at this meeting. This is NOT a time for us to sell you anything or convince you that you need our help. We value long-term client relationships, not a quick transaction.
Schedule your Discovery Meeting here.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Budgeting
Insurance Planning
Education Planning
Inheritance
Employee and Employer Plan Ben...
Tax Planning
Social Security Planning
Retirement Income Management
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
John P Chladek
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Chladek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
February 1, 2010 - Present
CHLADEK WEALTH MANAGEMENT, LLC
RIA
CRD#: 152435
Overland Park, KS
Past
November 15, 2007 - March 9, 2009
SOUND STEWARDSHIP, LLC
RIA
CRD#: 129755
OVERLAND PARK, KS
Past
October 4, 2005 - November 1, 2007
SMART401K, LLC
RIA
CRD#: 129208
OVERLAND PARK, KS
Past
December 4, 2003 - September 6, 2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(2/1/2010)
IAR
Missouri(7/23/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CHLADEK WEALTH MANAGEMENT, LLC
CHLADEK WEALTH MANAGEMENT, LLC
CRD#: 152435 / SEC#:
Kansas
Registered Investment Advisory firm - (2/1/2010 Approved)Missouri
Registered Investment Advisory firm - (7/23/2014 Approved)Texas
Registered Investment Advisory firm - (3/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lenexa, KS
Mailing Address
10650 Roe Avenue, Suite 174, Overland Park, KS 66207
Phone number
(913) 402-6099
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 55,286,244 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
