JK
JK

John Kline

7 Years of Experience
Frankfort,, KY
BrokerSells Insurance

John Kline is a registered investment advisor, based in Frankfort,, KY, with 7 years of industry experience.

Location

Frankfort,, KY

Get directions

History

Regulatory History
Clean regulatory record

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 involved in several business activities, including being a board member of the Frankfort Area Chamber of Commerce, an advisory representative of a RIA (CIRA), and the owner of Advanced Financial Solutions Group. He is also a W2 employee at The Rosselot Financial Group, focusing on insurance and wealth management/financial planning, taking nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Money Concepts Advisory Service
May 2019 - May 2023 · 4 yrs
Money Concepts Capital CORPBroker
March 2019 - May 2023 · 4 yrs 2 mos
State Registrations3 states
INKYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Kline - Financial Advisor | TrueAdvisor