ANDREW KLEIS

Position: Partner

Education: Bachelor of Arts, Finance from University of Northern Iowa

Years Experience: 17

Position Description:

With more than 17 years in the financial services industry, Andrew has seen the industry from the ground up during one of the most tumultuous times the economy and markets have ever faced. These experiences have given Andrew the passion to help his clients build financial plans to live the lives they want.

Accreditations/Awards/Honors:

Accredited Investment Fiduciary (AIF)

Family/Hobbies:

Andrew’s family consists of his wife Kristin and their two children Madison and Graham. He would be in trouble if he didn’t also mention their dog Aspen. With maintaining a full work schedule, outside of work the Kleises enjoy spending time with family, friends and being active with their local church.

Money Quote: “You can only worry about those things you can control.”

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

FINRA Broker Check

Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.

Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.