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Current Employers
Klk Capital Wealth Advisors Llc

Abita Springs, LA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-10-16
  • LA RA
    APPROVED
    Since 2020-10-16

Branch Locations

Abita Springs, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Lewer Agency Inc. Kansas City MO 11/1990 10/2020
Lewer Financial Advisors, Llc Kansas City MO 10/2012 10/2020
Klk Capital Wealth Advisors Llc Abita Springs MO 10/2020 Present
  • 11/1990 → 10/2020
    The Lewer Agency Inc.
    Kansas City, MO
  • 10/2012 → 10/2020
    Lewer Financial Advisors, Llc
    Kansas City, MO
  • 10/2020 → Present
    Abita Springs, MO
Previous Registrations
  • 2012-10-23 → 2020-10-16
    Lewer Financial Advisors, Llc
    Overland Park, KS
    Kansas City, MO
  • 2012-02-27 → 2012-08-28
    Abita Springs, LA
  • 2011-03-04 → 2011-12-31
    National Planning Corporation
    Olathe, KS
    Abita Springs, LA
  • 2010-03-17 → 2011-03-03
    Sunset Financial Services, Inc.
    Abita Springs, LA
    Abita Springs, LA
Other Businesses

Licensed Insurance Agent - Investment Related - ABITIA SPRINGS, FL - FIXED INSURANCE SALES since 11/12/90 - 80 hrs/mo - SELL FIXED INSURANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-07-14
  • S63 Uniform Securities Agent State Law Examination
    1995-07-14
Designations

View on SEC IAPD

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