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Timothy Dean Kliewer

Sjhl Financial Group

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About Timothy Dean Kliewer

Timothy Kliewer is a financial advisor at Sjhl Financial Group located in McPherson, Kansas. Timothy has been in the industry for over a decade, previously working at Cetera Investment Services LLC and Invest Financial Corporation. Timothy holds a Series 7 and 66 license and has been a Certified Financial Planner. Timothy is active in the McPherson community serving on the board of the McPherson Community Foundation and the McPherson Family YMCA.

Firm Information

Timothy Kliewer is currently registered with Sjhl Financial Group. Sjhl Financial Group, based in McPherson, Kansas, is an investment advisor with a focus on financial planning, portfolio management for individuals, and pension consulting. The firm manages over $126 million in assets for 766 clients, including individuals, high-net-worth individuals, and charitable organizations. Their team of 10 investment adviser representatives provides personalized financial advice to help clients achieve their financial goals.
Sjhl Financial Group

123 SOUTH MAIN ST.

MCPHERSON, KS 67460

$126.10M

Assets Under Management

18

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Kliewer’s Registration & Firm History

KS

01/10/2022 - Present

Sjhl Financial Group (MCPHERSON KS)

KS

11/11/2013 - 10/09/2015

CETERA INVESTMENT SERVICES LLC (MCPHERSON KS)

KS

06/29/2010 - 11/11/2013

INVEST FINANCIAL CORPORATION (MCPHERSON KS)

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Licenses & Designations

BOTH

Issued 07/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Dean Kliewer.
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