Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Klevens is an investment advisor representative who has been in the industry for over 30 years. John is a Certified Financial Planner™ professional and is currently registered with Mariner Wealth Advisors. Previously, John worked with Securities America, Inc., KMS Financial Services, Inc., and WM Financial Services, Inc. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and other investment advisors. John also offers educational seminars and publications and can select other advisers when needed.
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.
Family office services
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.
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2
WA
10/17/2023 - Present
Mariner Wealth (Kirkland WA)
WA
11/06/2020 - 08/31/2023
SECURITIES AMERICA, INC. (KIRKLAND WA)
WA
03/05/1998 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
CA
02/21/1991 - 03/10/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 02/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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