John P. Kliewer, Cmfc Email and Phone Number
John P. Kliewer, Cmfc work email
- Valid
- Valid
- Valid
John P. Kliewer, Cmfc personal email
John P. Kliewer, Cmfc phone numbers
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.
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
-
Partner, Bwa I Sr. Financial AdvisorBeyond Wealth Advisors Jun 2018 - PresentKansas City, Missouri AreaFinancial 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.
-
Sr. Financial AdvisorRaymond James Jun 2018 - PresentKansas City, Missouri Area
-
Board MemberSummit Christian Academy-Lee'S Summit, Mo May 2018 - PresentLee'S Summit, MoSummit 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. -
Complex ManagerWaddell & Reed Feb 1995 - May 2018Kansas City, Missouri Area, United StatesAs 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. -
Board MemberSummit Christian Academy-Lee'S Summit, Mo May 2013 - May 2016Lee'S Summit, Mo
John P. Kliewer, Cmfc Skills
John P. Kliewer, Cmfc Education Details
-
Bachelor Of Business Administration (Ba)
Frequently Asked Questions about John P. Kliewer, Cmfc
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 the current company?
John P. Kliewer, Cmfc's current role is Partner, BWA I Sr. Financial Advisor at Beyond Wealth Advisors.
What is John P. Kliewer, Cmfc's email address?
John P. Kliewer, Cmfc's email address is jk****@****ors.com
What is John P. Kliewer, Cmfc's direct phone number?
John P. Kliewer, Cmfc's direct phone number is +181658*****
What schools did John P. Kliewer, Cmfc attend?
John P. Kliewer, Cmfc attended Tabor College.
What are some of John P. Kliewer, Cmfc's interests?
John P. Kliewer, Cmfc has interest in Family, Travel And Coaching Youth Basketball.
What skills is John P. Kliewer, Cmfc known for?
John P. Kliewer, Cmfc has skills like Summit.
Who are John P. Kliewer, Cmfc's colleagues?
John P. Kliewer, Cmfc's colleagues are Emily Merrill, Will Connelly, Aams, Tanya Pettis, Mourad Tossounian, James P., Jennifer Prout, Mark Degaetano.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial