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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2017
- Office Locations
- 4
Office Locations
About Sjhl Financial Group
SJHL Financial Group is part of Swindoll, Janzen, Hawk & Loyd, LLC (SJHL), a Kansas-based accounting firm founded in 1936. Alongside audit, client accounting, payroll, and QuickBooks ProAdvisor support, the team provides tax planning and wealth management for individuals and business owners, with portfolios built using public funds, mutual funds and ETFs plus fixed income and alternatives (e.g., real estate/infrastructure). Primary custody includes Schwab.
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Owner & Executives
CHET LEE BUCHMAN
Advisor, Managing Member
- CRD
- #6330947
- Ownership
- 25% but less than 50%
Darren Wade Anderson
Partner
- CRD
- #7737257
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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John Eran Albrecht
Partner
- CRD
- #7222773
Matthew Robert Kindley
--
- CRD
- #7723414
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,548,564 | $184,123 |
| Non-Discretionary | $0 | -- |
| Total | $174,548,564 | $184,123 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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