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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Killoy is a financial advisor at Edelman Financial Engines. John Paul Killoy has been a registered investment advisor for over 20 years. John Paul Killoy is currently registered with the states of Kansas, Missouri, and Texas. John Paul Killoy has previously worked for Lincoln Financial Advisors Corporation, Transamerica Investors Securities Corporation, and UMB Scout Brokerage Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
KS
06/14/2021 - Present
Edelman Financial Engines (OVERLAND PARK KS)
IN
08/18/2016 - 05/08/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MO
09/03/2003 - 03/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LEES SUMMIT MO)
MO
03/17/2003 - 08/04/2003
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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