John Kliewer
John Kliewer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lees Summit, MO, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 SW Jefferson Street, Suite 208, Lees Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an owner of Beyond Wealth Advisors, LLC and Uncommon Business Enterprises, LLC, and spends minimal time on each. He also has a referral relationship with Employco USA and is a life insurance agent for Minnesota Life, dedicating minimal time to each of these activities as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations39 states
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