Timothy Kliewer has been Chief Compliance Officer of SJHL Financial Services since February 2017, is a control person of the firm and directly owns under 5% of it. Timothy Kliewer holds a Bachelor of Science in Finance with an emphasis in Financial Services from Kansas State University.
SJHL Financial Services, LLC is a McPherson, KS firm with $175M under management, 385 clients and 5 advisers across 7 offices, as of its September 2026 filing.
Tim Kliewer's areas of concentration at SJHL are wealth management, personal financial planning and estate planning. Kliewer spent five years as a Financial Advisor before joining SJHL in October 2015. Kliewer's community involvement includes serving as a YMCA board member and on the finance committee of the McPherson Community Foundation.
Timothy Kliewer’s longest registration is the current one, 9 years at SJHL Financial Services since 2017. Before joining SJHL Financial Services in 2017, Timothy Kliewer was registered through Wealth Management LLC and Cetera Investment Advisers LLC.
- SJHL Financial GroupCurrent– present · 9 yearsMcPherson, KS · Adviser representative · Firm CRD 285946
- Wealth Management LLC– · 2 yearsMcPherson, KS · Adviser representative · Firm CRD 137080
- Cetera Investment Advisers LLC– · 1 yearMcPherson, KS · Adviser representative · Firm CRD 105644
- Cetera Investment Services LLC– · under a yearMcPherson, KS · Adviser representative · Firm CRD 15340
- Invest Financial Corporation– · 3 yearsMcPherson, KS · Adviser representative · Firm CRD 12984
Professional designations
Listed by SJHL Financial Services
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Timothy Kliewer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2017; the most recent is Texas, in January 2022.
- KansasSince 9 March 2017
- TexasResidentSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 July 2010 |
| Series 7 | General Securities Representative Examination | 28 June 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Dean Kliewer
- CRD
- 5793581
- Firm
- SJHL Financial Services · CRD 285946
- Role
- Chief Compliance Officer
- Office
- 123 SOUTH MAIN ST., McPherson, KS 67460
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sjhl.com
Where does Timothy Kliewer work?
Timothy Kliewer has been Chief Compliance Officer of SJHL Financial Services, LLC since February 2017, and is a control person of the firm.
Is Timothy Kliewer a financial advisor?
Yes. Timothy Kliewer has a current investment-adviser registration in Kansas and Texas, through SJHL Financial Services since March 2017.
How many years of experience does Timothy Kliewer have?
Timothy Kliewer has 16 years in the financial industry, since August 2010, across 5 adviser firms.
What exams has Timothy Kliewer passed?
Timothy Kliewer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2010. FINRA credited Timothy Kliewer with the SIE, which began in October 2018.
Where did Timothy Kliewer work before SJHL Financial Services?
Before SJHL Financial Services, Timothy Kliewer was registered through Cetera Investment Advisers LLC, January 2014 to October 2015; Cetera Investment Services LLC, November 2013 to January 2014; Invest Financial Corporation, July 2010 to November 2013.
Where is Timothy Kliewer based?
Timothy Kliewer’s registered office is in McPherson, KS.
Is Timothy Kliewer registered with FINRA?
No. Timothy Kliewer has no current broker registration.
Is Timothy Kliewer a CFP?
SJHL Financial Services lists Timothy Kliewer with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
Source: Tim Kliewer biography, sjhl.com
How can I verify Timothy Kliewer’s record?
Search CRD 5793581 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Kliewer’s full registration record.
