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Jon Beehler, †*Financial Planning Consultant

Experience

Jon Beehler is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Jon provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Jon is an investment advisor representative and he is a registered representative with ProEquities, Inc.

Credentials

Series 6, 63 and 65 securities licenses

Education

B.B.A. majoring in investments, University of North Dakota, Grand Forks, ND.

 

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