KARLTON KLEIS
Position: Partner
Education: BA, Northwestern College; MBA in Structured Finance, University of Iowa
Years Experience: 21
Position Description:
Karlton oversees specialized client needs and manages product analytics for Insight Wealth Group’s broker/dealer, Arete.
Family/Hobbies:
Karlton and his wife, Allison, live outside Grimes, Iowa, with their three children, Emerson, Griffin and Greer. In his spare time, Karlton serves on the Board of Directors of the Mercy Foundation and enjoys spending time at the ball field watching his children play softball and baseball.
Money Quote: “Opportunity is missed by most people because it is dressed in overalls and looks like work.” —Thomas Edison
WEALTH MANAGEMENT TEAM
ANDREW KLEIS
Partner
ANDREW DORR
Partner
KARLTON KLEIS
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
KARLTON KLEIS
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
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.