Advisor at SJHL Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SJHL Financial Group
Location
Rio Rancho, NM 87124
Credentials
Series 65
Industry experience
< 1 year
Flat fee based on scope and complexity for Limited-Scope, Project-Based Financial Planning; half due at engagement start, remainder upon delivery; hourly fees may apply if scope changes.
$0 - $49,999: 1.45% $50,000 - $199,999: 1.35% $200,000 - $499,999: 1.20% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
SJHL Financial Services, LLC
2025 - Present (1 year)
Cornerstone University
2024 - 2024 (1 year)
Nagel CPA's, LLC
2024 - 2024 (1 year)
Bohannan Houston, Inc.
2023 - 2023 (1 year)
Trost Financial Consulting, LLC
2023 - 2023 (1 year)
Lowes Home Improvement
2022 - 2022 (1 year)
Turning Point Strength and Conditioning
2021 - 2021 (1 year)
STUDENT
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Mcpherson, KS
Edward Jones
CFP®, Series 66
Mcpherson, KS
Edward Jones
CFP®, Series 66
Mcpherson, KS
Edward Jones
Series 63, Series 65
Mcpherson, KS
Iron Horse Financial Services LLC
Series 65
Mcpherson, KS
SJHL Financial Group
Series 65
Mcpherson, KS
SJHL Financial Group
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