Timothy
Kliewer

Sjhl Financial Group

CRD#5793581
Investment Advisor
in Mcpherson, KS

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About this Advisor

Timothy Kliewer is a certified financial planner working out of Mcpherson, Kansas with 6 years of relevant experience. Kliewer is currently employed by Sjhl Financial Group. Throughout their career, they have worked at Home State Bank, Invest Financial Corp, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Sjhl Financial Group and Wealth Management LLC. Kliewer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas and Texas. Sjhl Financial Group is a financial advisory business that has its headquarters in Mcpherson, KS. The company has offices in four locations and a total of six employees. It has $119 million in assets across its 1,043 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves two charities and foundations. Of its 1,043 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by Sjhl Financial Group typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

123 South Main St.
Mcpherson, KS 67460

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Sjhl Financial Group Brokerage Details

Total Assets Under Management

$119,211,051

KS Average: $2,243,162,756
Total Number of Employees

6

KS Average: 44
Total Number of Accounts

1,043

KS Average: 4,091
Average Account Size

$114,296

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Timothy Kliewer Work History

Timothy has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Sjhl Financial Group

2015 - 2018 (3 years)

Wealth Management LLC

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

2013 - 2015 (2 years)

Cetera Investment Services LLC

2010 - 2015 (5 years)

Home State Bank

2010 - 2013 (3 years)

Invest Financial Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Kliewer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sjhl Financial Group

Justin Kaufman
Mcpherson, KS
Timothy Kliewer
Mcpherson, KS
Chet Buchman
Mcpherson, KS
Adam Grilliot
Wichita, KS
John Albrecht
Mcpherson, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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