John Kvale- Financial Advisor Dallas, TX

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About John Kvale

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.

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General Information

Firm Start Year

1991

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1653899/paladinregistry-J.K.-Financial,-Inc.-detailed-disclosure.html

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John Kvale

J.K. Financial, Inc.