John P. Kliewer, Cmfc
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John P. Kliewer, Cmfc Email & Phone Number

Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors at Raymond James
Location: Lees Summit, Missouri, United States 5 work roles 1 school
1 work email found @raymondjames.com 5 phones found area 816 and 308 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email j****@raymondjames.com
Direct phone (816) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors
Location
Lees Summit, Missouri, United States
Company size

Who is John P. Kliewer, Cmfc? Overview

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Quick answer

John P. Kliewer, Cmfc is listed as Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors at Raymond James, a with 12938 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 816, 308, and a matched LinkedIn profile for John P. Kliewer, Cmfc.

John P. Kliewer, Cmfc previously worked as Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors and Sr. Financial Advisor at Raymond James. John P. Kliewer, Cmfc holds Bachelor Of Business Administration (Ba) from Tabor College.

Company email context

Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for John P. Kliewer, Cmfc. Compare company email patterns before reaching out.

Profile bio

About John P. Kliewer, Cmfc

Since 1995, individuals and business professionals have chosen to work with me because I am passionate, dedicated and committed to serving others. What that means is that I deeply care about my clients as individuals and strive to go beyond the ordinary to help them create significance in their lives. My planning emphasis can help to educate, organize and prepare my clients to leverage the latest wealth preservation and investment planning concepts, tactics and strategies. I take a genuine interest in helping them identify what it is that they really care about and then with clarity and confidence they can fulfill their life’s goals and dreams The real benefit is the peace of mind knowing that you have a plan in place for those that you care about the most. I am open to conversations with people who could benefit from a professional relationship. Connect with me if you want to take the next step in your financial journey.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisory, Inc. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Summit.

Current workplace

John P. Kliewer, Cmfc's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors
st. petersburg, florida, united states
Employees
12938
AeroLeads page
5 roles

John P. Kliewer, Cmfc work experience

A career timeline built from the work history available for this profile.

Partner, Bwa I Sr. Financial Advisor

Current
Beyond Wealth Advisors

Kansas City, Missouri Area

Financial planning is an ongoing process that should last a lifetime. That’s why we begin our client relationships with time – time spent getting to know you and your goals for the future. In doing so, we’re able to accomplish two very important objectives: to build a trusting relationship with you based on clear and open communication, and to equip ourselves to provide personalized investment guidance tailored just for you.We want you to feel confident in the future – knowing you have experienced advisors by your side to help you with the financial decisions you’ll make throughout the years ahead as you pursue your goals for the future.

Jun 2018 - Present

Sr. Financial Advisor

Current

Kansas City, Missouri Area

Jun 2018 - Present

Board Member

Current

Lee'S Summit, Mo

Summit Christian Academy is an independent, nondenominational Christian school located in Lee's Summit, MO serving over 700 students from preschool through 12th grade. Our mission is to inspire students to achieve their God-given potential through excellent academics and Christian training in a compassionate environment. We provide an outstanding educational experience for all students that educates the whole student - spiritually, emotionally, mentally, socially, and physically. Led by a team of Christian educators and staff, Summit Christian Academy works with parents to raise godly children in a rigorous academic and college preparatory environment.

May 2018 - Present

Complex Manager

Kansas City, Missouri Area, United States

As a member of the Waddell & Reed leadership team, I was dedicated to developing field leaders and helping financial advisors leverage their strengths and experiences to build successful practices. I approached every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrated the collective passion we shared for our clients and our community.

Feb 1995 - May 2018
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

1 education record

John P. Kliewer, Cmfc education

FAQ

Frequently asked questions about John P. Kliewer, Cmfc

Quick answers generated from the profile data available on this page.

What company does John P. Kliewer, Cmfc work for?

John P. Kliewer, Cmfc works for Raymond James.

What is John P. Kliewer, Cmfc's role at Raymond James?

John P. Kliewer, Cmfc is listed as Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors at Raymond James.

What is John P. Kliewer, Cmfc's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for John P. Kliewer, Cmfc at Raymond James.

What is John P. Kliewer, Cmfc's phone number?

AeroLeads has found 5 phone signal(s) with area code 816, 308 for John P. Kliewer, Cmfc at Raymond James.

Where is John P. Kliewer, Cmfc based?

John P. Kliewer, Cmfc is based in Lees Summit, Missouri, United States while working with Raymond James.

What companies has John P. Kliewer, Cmfc worked for?

John P. Kliewer, Cmfc has worked for Beyond Wealth Advisors, Raymond James, Summit Christian Academy-Lee'S Summit, Mo, and Waddell & Reed.

Who are John P. Kliewer, Cmfc's colleagues at Raymond James?

John P. Kliewer, Cmfc's colleagues at Raymond James include Buzz Roberts, Larry Michael Goeas, Michael Glennon, Michael Sabo, and James Armstrong.

How can I contact John P. Kliewer, Cmfc?

You can use AeroLeads to view verified contact signals for John P. Kliewer, Cmfc at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did John P. Kliewer, Cmfc attend?

John P. Kliewer, Cmfc holds Bachelor Of Business Administration (Ba) from Tabor College.

What skills is John P. Kliewer, Cmfc known for?

John P. Kliewer, Cmfc is listed with skills including Summit.

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