Timothy Dean Kliewer
Investment adviser representative at Sjhl Financial Group
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$174.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sjhl Financial GroupNov 2015 to now
- Wealth Management LLCNov 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Sjhl Financial Group
Legal name: Sjhl Financial Services, LLC
$174.5MAssets managed
385Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5793581
- Firm CRD
- 285946