John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.
J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.
General Information |
| Firm Start Year: | 1991 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | TD Ameritrade Institutional |
| States Licensed in: | TX |
| Number of Years with Current Firm: | 29 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Financial Planning for Individuals, Retirement Planning |
Services |
| Investment Types: | Bonds, Options & Futures, Mutual Funds, Stocks |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA), CFA Institute |
Firm Information |
| Firm's Number of Clients: | 106 |
| Firm's Number of Planning Clients: | 106 |
| Firm's Number of Managed Clients: | 106 |
| Assets Managed by Firm: | $100,000,000 |
| Assets Managed by Advisor: | $100,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
Financial Services |
| Financial Planning for Individuals
A total holistic client endeavor is our approach and what we have learned over the past 25 years that offers both the client and the advisor the best mutually rewarding, sustainable, safe, and simple way of meeting the financial goals fo clients. |
| Retirement Planning
As a specialist in retirement planning our recommendations are various depending on the situation and often are derived through our professional knowledge as well as our multi-decades of actual experience. |
| 401K Rollovers
Old employers 401k's are often the remnants of career changes which so frequently occur this day and age. |
| Insurance Planning
As a fee only holistic advisor we review all insurance policies for clients and make recommendations based on their goals. These recommendations are then implemented with either their current carrier, commissioned advisor or one of their choosing. |
| Annuities
We generally do not recommend annuities to clients. We do analyze, review and recommend appropriate investments with clients who currently have annuities. Key items to consider, rating of company, annuitization options, titling, beneficiaries, costs, surrender charges, floor guarantees and cost basis among other items. |
FAQs |
Do you have a customer satisfaction or refund policy?Yes, there are no charges to visit as well. |
Why should I choose you as my financial advisor?CFP and CFA as well as 28 Years in the Investment Business. |
What are your qualifications? What is your education background?Total Wealth Manager Catering to all parts of a client's life |
How are you compensated? How will I pay for your services?Fee Only, no commission |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?We obtain in advance the directives to adjust as needed |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 8:30 AM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 6:00 PM |
When not to file and insurance claim
When: 07/23/2015
Details:Public article originated by Credit.com also run in USA Today
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Writer for Investopedia.com
When: 1/1/2016
Details:Expert Financial Advice
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D Magazone - Dallas Best Financial Planner
When: 10/28/2015 00:00 |
By:
John Kvale
Location: Dallas Texas
Details: Dallas Best Financial Planner Award nine consecutive years
...more
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