Robert Lyle Jones

Current Employers

Employment History

• 01/2010 → 12/2021
  Twelve Points Financial Planning, Llc
  Overland Park, KS
• 12/2014 → 12/2021
  Hk Financial Services, Inc.
  Dubuque, IA
• 01/2016 → Present
  Park University
  Parkville, MO
• 02/2023 → Present
  Mariner Wealth Advisors-Ic, Llc
  Overland Park, KS
• 01/2010 → 12/2020
  Hutchins & Haake Cpas, Llc
  Overland Park, KS
• 01/2021 → Present
  Hutchins & Haake Financial Advisors
  Overland Park, KS
• 01/2022 → Present
  Twelve Points Solutions, Llc
  Overland Park, KS

Previous Registrations

• 2014-12-11 → 2021-12-22
  Avantax Planning Partners, Inc.
  Overland Park, KS

Other Businesses

(1) I am the sole Owner of and proprieter for Twelve Points Solutions, LLC, a firm that provides fee-only financial counseling, financial therapy, emergency medical consulting and culinary consulting. I am located at 14513 Woodson St., Overland Park, KS 66223. I have been with firm since 01/2022. This firm is not investment-related nor do I provide investment advice through this firm. I work part-time with this firm, approximately 20 hours per month. (2) I am a partner Hutchins & Haake Financial Advisors located at 11900 College Boulevard, Overland Park, KS. I have been with this firm since 01/2022. I provide fee-only financial counseling and financial therapy, in addition to clients referred to Mariner Wealth Advisors. I work part-time with this firm, approximately 80 hours per month. (3) I am an adjunct professor and a course coordinator for the Personal Financial Planning degree and certificate program at Park University, located at 8700 NW Riverpark Drive, Parkville, MO 64152. I have been with the university since 01/2017. My work is not investment-related, nor do I provide investment advice through this position. I work part-time at this position, approximately 60 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-12

Designations

Other Names

• Rob Jones