CB
Chet L. Buchman
SJHL FINANCIAL GROUP
Mcpherson, KS 67460
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CRD#: 6330947
CB
Professional summary
Chet Lee Buchman is a registered financial advisor currently at SJHL FINANCIAL GROUP located in Mcpherson, Kansas.
Chet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Chet has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I AM A PARTNER IN A CPA FIRM: SWINDOLL, JANZEN, HAWK & LOYD, LLC, NOT INVESTMENT RELATED, LOCATED AT 123 S. MAIN ST. PO BOX 1337, MCPHERSON, KS 67460. I BEGAN EMPLOYMENT WITH THE FIRM IN AUGUST 2006, I WORK APPROXIMATELY 200 HOURS PER MONTH. I DEVOTE APPROXIMATELY 140 HOURS OF THOSE HOURS PER MONTH DURING SECURITY TRADING HOURS AND I AM A PRACTICING CPA WITH DUTIES INCLUDING TAX PREPARATION AND PLANNING, BUSINESS ADVISORY SERVICES, AUDIT AND ATTESTATIONS SERVICES AND HELP RUN THE FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Chet Lee Buchman'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®
NoneExperience
Current
January 19, 2023 - Present
SJHL FINANCIAL GROUP
Office #1: 123 South Main St., Mcpherson, KS 67460RIA
CRD#: 285946
Mcpherson, KS
Past
March 9, 2017 - March 13, 2018
SJHL FINANCIAL GROUP
RIA
CRD#: 285946
MCPHERSON, KS
Past
November 17, 2015 - March 14, 2018
WEALTH MANAGEMENT
RIA
CRD#: 137080
McPherson, KS
Past
May 1, 2014 - October 26, 2015
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
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(1/19/2023)
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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Company Information
SJHL FINANCIAL GROUP
CRD#: 285946Mcpherson, KS 67460TRUST BUT VERIFY
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