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.

Accredations/Awards/Honors:

Karlton serves on the board of The Alternative & Direct Investment Securities Association (ADISA). ADISA is the nation’s largest trade association for the alternative and direct investment industry.

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