TK
Timothy D. Kliewer
SJHL FINANCIAL GROUP
Mcpherson, KS 67460
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CRD#: 5793581
TK
Professional summary
Timothy Dean Kliewer, CFP®, who also goes by Tim Kliewer, Timothy Kliewer, is a registered financial advisor currently at SJHL FINANCIAL GROUP located in Mcpherson, Kansas.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Kliewer | Timothy Kliewer
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.
MCPHERSON COMMUNITY FOUNDATION, FINANCE COMMITTEE MEMBER, LESS THAN 1 HR/WK, NO COMPENSATION, FOUNDATION STRIVE TO HELP DONORS CREATE FUNDS THAT REFLECT THEIR CHARITABLE GOALS COUNTRYSIDE COVENANT CHURCH, FINANCE TEAM MEMBER, LESS THAN 1 HR/WK, NO COMPENSATION, HANDLES BUDGET ISSUES, CHURCH ACTIVITIES DISBURSEMENT, CAPITAL OUTLAY, ETC. DOESN'T INVOLVE SECURITY CLIENTS OR ACTIVITIES. BROKER'S CLEARING HOUSE LTD - LIMITED CORP - NOT INVESTMENT RELATED - 4546 CORPORATE DRIVE SUITE 155 WEST DES MOINES, IA 50266 - INSURANCE MARKETING ORGANIZATION - INDEPENDENT CONTRACTOR / Insurance producer - APPROX 1 HOUR MONTHLY/APPROX 1 HOURS MONTHLY DURING SECURITIES TRADING HOURS MCPHERSON FAMILY YMCA - NON PROFIT - NOT INVESTMENT RELATED - 220 N WALNUT ST MCPHERSON KS 67460 - NON PROFIT FITNESS CENTER - BOARD MEMBER - APPROX 1 HOUR MONTHLY/APPROX 1 HOURS MONTHLY DURING SECURITIES TRADING HOURS - SERVE ON BOARD AND HELP IN MAKING STRATEGIC DECISIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Dean Kliewer'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: 2013
Experience
Current
March 9, 2017 - Present
SJHL FINANCIAL GROUP
Office #1: 123 South Main St., Mcpherson, KS 67460RIA
CRD#: 285946
Mcpherson, KS
Past
November 3, 2015 - March 26, 2018
WEALTH MANAGEMENT
RIA
CRD#: 137080
McPherson, KS
Past
January 21, 2014 - October 9, 2015
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MCPHERSON, KS
Past
November 12, 2013 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
MCPHERSON, KS
Past
November 11, 2013 - October 9, 2015
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
MCPHERSON, KS
Past
July 22, 2010 - November 11, 2013
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
MCPHERSON, KS
Past
June 29, 2010 - November 11, 2013
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
MCPHERSON, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP | SJHL FINANCIAL SERVICES, LLC
CRD#: 285946 / SEC#: 801-126251
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Kansas
Registered Investment Advisory firm - (8/5/2022 Terminated)Texas
Registered Investment Advisory firm - (8/5/2022 Terminated)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(3/9/2017)
IAR
Texas(1/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP | SJHL FINANCIAL SERVICES, LLC
CRD#: 285946 / SEC#: 801-126251
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Kansas
Registered Investment Advisory firm - (8/5/2022 Terminated)Texas
Registered Investment Advisory firm - (8/5/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 South Main St., Mcpherson, KS 67460
Mailing Address
P.o. Box 1337, Mcpherson, KS 67460
Phone number
(620) 241-1826
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 846 |
| AUM (Assets Under Management) | $ 138,651,427 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SJHL FINANCIAL GROUP
CRD#: 285946Mcpherson, KS 67460TRUST BUT VERIFY
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