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

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

BRYSON HAMILTON
Investment Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

JOEY MILLER
Investment Committee Advisor

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Director of Operations

INSIGHT WEALTH GROUP

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

BRYSON HAMILTON
Investment Advisor

DAN SMITH
Finance Manager

KELLY ENGLE
Director of Client Services

ERIN KINMAN
Director of Operations