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Robin L

Series 66

Independence, MO

Edward Jones

Robin Lauer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked as a dance instructor at the Dramatic Truth School of the Arts. Outside of her advisory role, Lauer continues to teach dance, dedicating several hours per week to this activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan K

Series 66

Independence, MO

Edward Jones

Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam K

CFP®, Series 66

Independence, MO

Edward Jones

Adam Kliethermes is a CFP®-designated financial advisor with Edward Jones in Independence, MO, where he has 14 years of industry experience and has worked since 2011. He is a member of the Board of Directors and the Investment Committee for the Truman Heartland Community Foundation. Additionally, he owns a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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