• Daniel Kleinheksel, WMS

    Senior Vice President, Investments

Your Partner in Financial Services

As a partner with MKS Wealth Advisors of Raymond James, it's been exciting to serve clients for over 25 years. I have found Goal Based Planning to be an inspirational approach to investing with a focus on something much larger than simply a rate of return. Achieving financial goals such as a successful retirement, providing for educational costs for children or grandchildren, or leaving an ongoing legacy of gifting to a favorite charity, are just some of our client's goals where it's been rewarding to watch dreams unfold into reality. Trust and communication are foundational to any relationship, and the partnership we share with our clients is built around these principals. I have found each of our client's goals to be unique, leading to a true partnership of collaboration to customize a plan to help achieve these goals. It's both humbling and a privilege to play such an active role in the lives of those we serve – a responsibility we don’t take lightly.

Where You May See Me Around Town

Downtown Holland - it’s spectacular! Outside of working hours, my wife Cindy and I never get tired of spending time dining out at many of the fabulous restaurants, taking our dog for a walk on 8th Street or Hope College’s campus. We also enjoy taking in an occasional movie at Sperry’s Moviehouse.

Fun Facts

  • I enjoy many outdoor activities such as hiking, biking, skiing, and most recently, fishing.
  • My wife and I were high school sweethearts and have been married for 25 years.
  • I have college-aged sons; one attends Hope College and the other attends Cornerstone University. I also have a daughter in high school.

My Colleagues Describe Me As

Calculated, Focused, and Passionate about serving others

Licenses, Designations, and Memberships

  • Wealth Management Specialist (WMS)
  • Licenses: Series 7, 63, and 65
  • Insurance Licenses: Health, Life, and Annuities
  • Member of Raymond James Chairman’s Council
  • Former Member of Raymond James Longevity Advisory Board

Background and Education

  • Hope College, BA, 1995
  • Hilliard Lyons, 1995 to 2007
  • Raymond James and Associates, 2007 to Present

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.